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%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$20.55 - $23.26 $153,611 - $173,868	7,475 Added 17.97%	49,063 $1.03 Billion
Q3 2024 Nov 12, 2024	BUY	$19.78 - $23.53 $102,856 - $122,356	5,200 Added 14.29%	41,588 $964 Million
Q2 2024 Aug 07, 2024	BUY	$18.53 - $20.2 $89,110 - $97,141	4,809 Added 15.23%	36,388 $727 Million
Q1 2024 May 13, 2024	BUY	$19.39 - $20.93 $612,316 - $660,948	31,579 New	31,579 $641 Million

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History