Cherry Tree Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 73,706 shares of SCHZ stock, worth $1.7 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
73,706
Previous 75,334 2.16%
Holding current value
$1.7 Million
Previous $1.71 Billion 0.18%
% of portfolio
0.41%
Previous 0.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$22.46 - $23.26 $36,564 - $37,867
-1,628 Reduced 2.16%
73,706 $1.71 Billion
Q4 2024

Feb 04, 2025
BUY
$22.63 - $47.53 $851,544 - $1.79 Million
37,629 Added 99.8%
75,334 $1.71 Billion
Q3 2024

Nov 12, 2024
BUY
$45.2 - $47.87 $59,347 - $62,853
1,313 Added 3.61%
37,705 $1.79 Billion
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $7,770 - $8,002
174 Added 0.48%
36,392 $1.66 Billion
Q1 2024

May 01, 2024
BUY
$45.44 - $46.67 $90,561 - $93,013
1,993 Added 5.82%
36,218 $1.67 Billion
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $42,185 - $45,846
-979 Reduced 2.78%
34,225 $1.6 Billion
Q3 2023

Nov 14, 2023
BUY
$44.14 - $46.33 $299,843 - $314,719
6,793 Added 23.91%
35,204 $1.56 Billion
Q2 2023

Aug 09, 2023
BUY
$45.86 - $47.33 $1.3 Million - $1.34 Million
28,411 New
28,411 $1.31 Billion

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
169M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email