Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 123,549 shares of SCHB stock, worth $2.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

123,549

Previous 41,522 197.55%

Holding current value

$2.9 Million

Previous $2.76 Billion 1.54%

% of portfolio

0.69%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $1.81 Million - $5.48 Million	82,027 Added 197.55%	123,549 $2.8 Billion
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $17,979 - $19,956	300 Added 0.73%	41,522 $2.76 Billion
Q2 2024 Aug 06, 2024	SELL	$57.57 - $63.3 $15,946 - $17,534	-277 Reduced 0.67%	41,222 $2.59 Billion
Q1 2024 May 01, 2024	SELL	$54.61 - $61.05 $5,843 - $6,532	-107 Reduced 0.26%	41,499 $2.53 Billion
Q4 2023 Feb 06, 2024	SELL	$47.61 - $55.91 $4,903 - $5,758	-103 Reduced 0.25%	41,606 $2.32 Billion
Q3 2023 Nov 14, 2023	SELL	$49.59 - $53.57 $53,507 - $57,802	-1,079 Reduced 2.52%	41,709 $2.08 Billion
Q2 2023 Aug 09, 2023	BUY	$47.08 - $51.7 $2.01 Million - $2.21 Million	42,788 New	42,788 $2.21 Billion

Others Institutions Holding SCHB

# of Institutions

1,210

Shares Held

315M

Call Options Held

191K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History