A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 5,796 shares of SCHA stock, worth $150,927. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,796
Previous 4,332 33.8%
Holding current value
$150,927
Previous $206 Million 45.22%
% of portfolio
0.18%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$46.9 - $51.96 $68,661 - $76,069
1,464 Added 33.8%
5,796 $298 Million
Q2 2024

Aug 07, 2024

BUY
$45.24 - $49.04 $195,979 - $212,441
4,332 New
4,332 $206 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Wrenne Financial Planning LLC Portfolio

Follow Wrenne Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wrenne Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wrenne Financial Planning LLC with notifications on news.