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 $421,101. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,153
Previous 5,051
200.0%
Holding current value
$421,101
Previous $427 Million
3.04%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,928Shares Held
818MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio