Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 220,409 shares of FNDF stock, worth $7.6 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

220,409

Previous 222,216 0.81%

Holding current value

$7.6 Million

Previous $8.3 Billion 11.85%

% of portfolio

1.81%

Previous 1.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$32.92 - $37.15 $59,486 - $67,130	-1,807 Reduced 0.81%	220,409 $7.32 Billion
Q3 2024 Nov 12, 2024	BUY	$33.67 - $37.71 $169,292 - $189,605	5,028 Added 2.32%	222,216 $8.3 Billion
Q2 2024 Aug 06, 2024	BUY	$34.19 - $36.51 $114,844 - $122,637	3,359 Added 1.57%	217,188 $7.61 Billion
Q1 2024 May 01, 2024	BUY	$32.59 - $35.65 $303,315 - $331,794	9,307 Added 4.55%	213,829 $7.61 Billion
Q4 2023 Feb 06, 2024	BUY	$30.23 - $33.77 $95,950 - $107,185	3,174 Added 1.58%	204,522 $6.9 Billion
Q3 2023 Nov 14, 2023	BUY	$31.51 - $33.54 $241,051 - $256,581	7,650 Added 3.95%	201,348 $6.38 Billion
Q2 2023 Aug 09, 2023	BUY	$30.91 - $33.09 $5.99 Million - $6.41 Million	193,698 New	193,698 $6.25 Billion

Others Institutions Holding FNDF

# of Institutions

593

Shares Held

289M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL LARGE

Ticker FNDF
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Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Large Transaction History