Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 41,222 shares of SCHB stock, worth $957,999. This represents 0.65% of its overall portfolio holdings.

Number of Shares
41,222
Previous 41,499 0.67%
Holding current value
$957,999
Previous $2.53 Billion 2.29%
% of portfolio
0.65%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$57.57 - $63.3 $15,946 - $17,534
-277 Reduced 0.67%
41,222 $2.59 Billion
Q1 2024

May 01, 2024
SELL
$54.61 - $61.05 $5,843 - $6,532
-107 Reduced 0.26%
41,499 $2.53 Billion
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $4,903 - $5,758
-103 Reduced 0.25%
41,606 $2.32 Billion
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $53,507 - $57,802
-1,079 Reduced 2.52%
41,709 $2.08 Billion
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $2.01 Million - $2.21 Million
42,788 New
42,788 $2.21 Billion

Others Institutions Holding SCHB

# of Institutions
1,166
Shares Held
170M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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