Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 16,216 shares of SCHE stock, worth $452,426. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,216
Previous 16,088
0.8%
Holding current value
$452,426
Previous $469 Million
8.01%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
821Shares Held
142MCall Options Held
24.8KPut Options Held
200-
Creative Planning Overland Park, KS20.4MShares$570 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$522 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$233 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.3 Million0.14% of portfolio