Cherry Tree Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 502 shares of SCHH stock, worth $10,682. This represents 0.0% of its overall portfolio holdings.
Number of Shares
502
Previous 272
84.56%
Holding current value
$10,682
Previous $6.3 Million
67.75%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$605 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio