Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 15,153 shares of SCHD stock, worth $427,466. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,153
Previous 5,051 200.0%
Holding current value
$427,466
Previous $427 Million 3.04%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $272,046 - $858,164
10,102 Added 200.0%
15,153 $414 Million
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $47,031 - $50,393
625 Added 14.12%
5,051 $407 Million
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $306,190 - $327,258
4,426 New
4,426 $321 Million

Others Institutions Holding SCHD

# of Institutions
1,934
Shares Held
822M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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