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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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