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

Wrenne Financial Planning LLC

$234 Billion
Q3 2025

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 375,640 shares of SCHB stock, worth $9.7 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares

375,640

Previous 364,072 3.18%

Holding current value

$9.7 Million

Previous $8.68 Billion 11.32%

% of portfolio

4.13%

Previous 4.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.82 - $25.84 $275,549 - $298,917	11,568 Added 3.18%	375,640 $9.66 Billion
Q2 2025 Aug 13, 2025	BUY	$19.1 - $23.83 $2.11 Million - $2.64 Million	110,612 Added 43.64%	364,072 $8.68 Billion
Q1 2025 May 13, 2025	BUY	$21.23 - $23.75 $159,670 - $178,623	7,521 Added 3.06%	253,460 $5.46 Billion
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

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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