Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

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 62,684 shares of SCHX stock, worth $1.58 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

62,684

Previous 62,418 0.43%

Holding current value

$1.58 Million

Previous $1.38 Billion 11.16%

% of portfolio

0.36%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$19.6 - $24.44 $5,213 - $6,501	266 Added 0.43%	62,684 $1.53 Billion
Q1 2025 Apr 21, 2025	SELL	$21.75 - $24.28 $24,816 - $27,703	-1,141 Reduced 1.8%	62,418 $1.38 Billion
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $947,542 - $2.89 Million	42,301 Added 198.99%	63,559 $1.47 Billion
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $58,665 - $65,135	-960 Reduced 4.32%	21,258 $1.44 Billion
Q2 2024 Aug 06, 2024	BUY	$58.7 - $64.78 $293 - $323	5 Added 0.02%	22,218 $1.43 Billion
Q1 2024 May 01, 2024	BUY	$55.41 - $62.08 $63,499 - $71,143	1,146 Added 5.44%	22,213 $1.38 Billion
Q4 2023 Feb 06, 2024	SELL	$48.47 - $56.6 $20,648 - $24,111	-426 Reduced 1.98%	21,067 $1.19 Billion
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $10,374 - $11,167	-206 Reduced 0.95%	21,493 $1.09 Billion
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $1.03 Million - $1.14 Million	21,699 New	21,699 $1.14 Billion

Others Institutions Holding SCHX

# of Institutions

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History