Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 22,218 shares of SCHX stock, worth $1.5 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,218
Previous 22,213
0.02%
Holding current value
$1.5 Million
Previous $1.38 Billion
3.55%
% of portfolio
0.36%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$965 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$844 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$714 Million25.33% of portfolio