Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Wrenne Financial Planning LLC
- $176 Billion
- Q4 2024
A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 49,063 shares of SCHH stock, worth $1.02 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
49,063
Previous 41,588
17.97%
Holding current value
$1.02 Million
Previous $964 Million
7.23%
% of portfolio
0.59%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.12 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$594 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$507 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$160 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$151 Million0.55% of portfolio