Cherry Tree Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 36,392 shares of SCHZ stock, worth $1.73 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,392
Previous 36,218
0.48%
Holding current value
$1.73 Million
Previous $1.67 Billion
0.44%
% of portfolio
0.42%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio