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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 225,076 shares of FNDF stock, worth $8.78 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
225,076
Previous 220,409 2.12%
Holding current value
$8.78 Million
Previous $7.32 Billion 11.13%
% of portfolio
1.96%
Previous 1.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$32.9 - $37.45 $153,544 - $174,779
4,667 Added 2.12%
225,076 $8.13 Billion
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
661
Shares Held
296M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
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