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Disclosery

Wrenne Financial Planning LLC: SCHF position timeline

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

Wrenne Financial Planning LLC held 117,643 SCHF 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 117,643 shares
    Change vs previous 13F +4,833 shares

    1.1% of the 13F portfolio, value $3,258,710.

    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 112,810 shares
    Change vs previous 13F +408 shares

    1.09% of the 13F portfolio, value $2,792,047.

    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 112,402 shares
    Change vs previous 13F -9,918 shares

    1.1% of the 13F portfolio, value $2,702,168.

    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 122,320 shares
    Change vs previous 13F +3,871 shares

    1.22% of the 13F portfolio, value $2,847,632.

    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 118,449 shares
    Change vs previous 13F +16,932 shares

    1.22% of the 13F portfolio, value $2,617,744.

    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 101,517 shares
    Change vs previous 13F +6,312 shares

    1.07% of the 13F portfolio, value $2,008,026.

    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 95,205 shares
    Change vs previous 13F +52,097 shares

    1% of the 13F portfolio, value $1,761,292.

    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 43,108 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,772,600.

    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).