Cherry Tree Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 75,334 shares of SCHZ stock, worth $1.72 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

75,334

Previous 37,705 99.8%

Holding current value

$1.72 Million

Previous $1.79 Billion 4.56%

% of portfolio

0.42%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.63 - $47.53 $851,544 - $1.79 Million	37,629 Added 99.8%	75,334 $1.71 Billion
Q3 2024 Nov 12, 2024	BUY	$45.2 - $47.87 $59,347 - $62,853	1,313 Added 3.61%	37,705 $1.79 Billion
Q2 2024 Aug 06, 2024	BUY	$44.66 - $45.99 $7,770 - $8,002	174 Added 0.48%	36,392 $1.66 Billion
Q1 2024 May 01, 2024	BUY	$45.44 - $46.67 $90,561 - $93,013	1,993 Added 5.82%	36,218 $1.67 Billion
Q4 2023 Feb 06, 2024	SELL	$43.09 - $46.83 $42,185 - $45,846	-979 Reduced 2.78%	34,225 $1.6 Billion
Q3 2023 Nov 14, 2023	BUY	$44.14 - $46.33 $299,843 - $314,719	6,793 Added 23.91%	35,204 $1.56 Billion
Q2 2023 Aug 09, 2023	BUY	$45.86 - $47.33 $1.3 Million - $1.34 Million	28,411 New	28,411 $1.31 Billion

Others Institutions Holding SCHZ

# of Institutions

638

Shares Held

112M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History