Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,452 shares of SCHA stock, worth $91,823. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,452
Previous 1,726 100.0%
Holding current value
$91,823
Previous $88.9 Million 0.43%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $43,719 - $88,302
1,726 Added 100.0%
3,452 $89.3 Million
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $13,038 - $14,444
-278 Reduced 13.87%
1,726 $88.9 Million
Q2 2023

Aug 09, 2023
BUY
$39.91 - $43.82 $79,979 - $87,815
2,004 New
2,004 $87.8 Million

Others Institutions Holding SCHA

# of Institutions
1,225
Shares Held
236M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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