Cherry Tree Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 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 272 shares of SCHH stock, worth $5,426. This represents 0.0% of its overall portfolio holdings.
Number of Shares
272
Previous 272
-0.0%
Holding current value
$5,426
Previous $5.63 Million
1.99%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio