Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,051 shares of SCHD stock, worth $426,910. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,051
Previous 5,051
-0.0%
Holding current value
$426,910
Previous $407 Million
3.56%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio