Cherry Tree Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 37,705 shares of SCHZ stock, worth $857,034. This represents 0.42% of its overall portfolio holdings.
Number of Shares
37,705
Previous 36,392
3.61%
Holding current value
$857,034
Previous $1.66 Billion
8.02%
% of portfolio
0.42%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio