Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 16,088 shares of SCHE stock, worth $433,088. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,088
Previous 16,088
-0.0%
Holding current value
$433,088
Previous $427 Million
9.86%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio