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

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 16,185 shares of SCHE stock, worth $463,214. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,185

Previous 16,216 0.19%

Holding current value

$463,214

Previous $432 Million 3.33%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$25.81 - $28.52 $800 - $884	-31 Reduced 0.19%	16,185 $446 Million
Q4 2024 Feb 04, 2025	BUY	$26.63 - $30.23 $3,408 - $3,869	128 Added 0.8%	16,216 $432 Million
Q2 2024 Aug 06, 2024	BUY	$24.67 - $27.2 $2,244 - $2,475	91 Added 0.57%	16,088 $427 Million
Q1 2024 May 01, 2024	BUY	$23.47 - $25.45 $727 - $788	31 Added 0.19%	15,997 $404 Million
Q4 2023 Feb 06, 2024	BUY	$23.04 - $24.89 $55,895 - $60,383	2,426 Added 17.92%	15,966 $396 Million
Q3 2023 Nov 14, 2023	SELL	$23.83 - $26.11 $14,131 - $15,483	-593 Reduced 4.2%	13,540 $324 Million
Q2 2023 Aug 09, 2023	BUY	$23.66 - $25.54 $334,386 - $360,956	14,133 New	14,133 $348 Million

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History