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Disclosery

Wrenne Financial Planning LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wrenne Financial Planning LLC on SCHB, newest first. How the timeline and the estimate are built.

Wrenne Financial Planning LLC held 462,970 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,970 shares
    Change vs previous 13F +27,583 shares

    4.53% of the 13F portfolio, value $13,407,617.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 435,387 shares
    Change vs previous 13F +47,761 shares

    4.29% of the 13F portfolio, value $10,928,218.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 387,626 shares
    Change vs previous 13F +11,986 shares

    4.14% of the 13F portfolio, value $10,167,434.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 375,640 shares
    Change vs previous 13F +11,568 shares

    4.13% of the 13F portfolio, value $9,657,708.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 364,072 shares
    Change vs previous 13F +110,612 shares

    4.06% of the 13F portfolio, value $8,675,854.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 253,460 shares
    Change vs previous 13F +7,521 shares

    2.9% of the 13F portfolio, value $5,457,010.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 245,939 shares
    Change vs previous 13F +169,866 shares

    3.18% of the 13F portfolio, value $5,582,810.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,073 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $5,060,360.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).