Wrenne Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Wrenne Financial Planning LLC

  • $176 Billion
  • Q4 2024

A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 245,939 shares of SCHB stock, worth $5.64 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
245,939
Previous 76,073 223.29%
Holding current value
$5.64 Million
Previous $5.06 Billion 10.32%
% of portfolio
3.18%
Previous 3.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $3.74 Million - $11.4 Million
169,866 Added 223.29%
245,939 $5.58 Billion
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $165,886 - $184,127
2,768 Added 3.78%
76,073 $5.06 Billion
Q2 2024

Aug 07, 2024
SELL
$57.57 - $63.3 $593,201 - $652,243
-10,304 Reduced 12.32%
73,305 $4.61 Billion
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $4.57 Million - $5.1 Million
83,609 New
83,609 $5.1 Billion

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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