Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 229,522 shares of FNDF stock, worth $10.3 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
229,522
Previous 224,165
2.39%
Holding current value
$10.3 Million
Previous $8.97 Billion
9.91%
% of portfolio
2.16%
Previous 2.09%
Shares
10 transactions
Others Institutions Holding FNDF
# of Institutions
759Shares Held
309MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA147MShares$6.59 Billion1.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC17.8MShares$798 Million1.25% of portfolio
-
Regions Financial Corp9.11MShares$408 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC7.22MShares$323 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.22MShares$278 Million0.02% of portfolio