Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 1,726 shares of SCHA stock, worth $46,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,726
Previous 2,004
13.87%
Holding current value
$46,463
Previous $95.1 Million
6.52%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$331 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$80.6 Million0.34% of portfolio