Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 16,088 shares of SCHE stock, worth $458,508. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,088
Previous 15,997
0.57%
Holding current value
$458,508
Previous $404 Million
5.79%
% of portfolio
0.11%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
240MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.83 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$605 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$558 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$207 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio