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

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

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 37,705 shares of SCHZ stock, worth $870,231. This represents 0.42% of its overall portfolio holdings.

Number of Shares
37,705
Previous 36,392 3.61%
Holding current value
$870,231
Previous $1.66 Billion 8.02%
% of portfolio
0.42%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
629
Shares Held
79M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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