Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 16,216 shares of SCHE stock, worth $448,534. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,216
Previous 16,088
0.8%
Holding current value
$448,534
Previous $469 Million
8.01%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$565 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$517 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96.2 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.7 Million0.14% of portfolio