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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 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 62,418 shares of SCHX stock, worth $1.45 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
62,418
Previous 63,559 1.8%
Holding current value
$1.45 Million
Previous $1.47 Billion 6.46%
% of portfolio
0.33%
Previous 0.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,498
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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