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

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 10,923 shares of SCHD stock, worth $297,542. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,923
Previous 15,784 30.8%
Holding current value
$297,542
Previous $441 Million 34.41%
% of portfolio
0.07%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$24.32 - $27.87 $118,219 - $135,476
-4,861 Reduced 30.8%
10,923 $289 Million
Q1 2025

Apr 21, 2025
BUY
$27.01 - $28.54 $17,043 - $18,008
631 Added 4.16%
15,784 $441 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $272,046 - $858,164
10,102 Added 200.0%
15,153 $414 Million
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $47,031 - $50,393
625 Added 14.12%
5,051 $407 Million
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $306,190 - $327,258
4,426 New
4,426 $321 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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