Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,051 shares of SCHD stock, worth $148,751. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,051
Previous 5,051 -0.0%
Holding current value
$148,751
Previous $393 Million 8.71%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,757
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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