Cherry Tree Wealth Management, LLC Schwab Fundamental Intl Small Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 179,518 shares of FNDC stock, worth $7.99 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
179,518
Previous 174,073 3.13%
Holding current value
$7.99 Million
Previous $7.32 Billion 9.16%
% of portfolio
1.75%
Previous 1.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$41.81 - $45.21 $227,655 - $246,168
5,445 Added 3.13%
179,518 $7.99 Billion
Q2 2025

Aug 05, 2025
SELL
$32.97 - $42.05 $188,093 - $239,895
-5,705 Reduced 3.17%
174,073 $7.32 Billion
Q1 2025

Apr 21, 2025
BUY
$33.34 - $37.44 $127,458 - $143,133
3,823 Added 2.17%
179,778 $6.51 Billion
Q4 2024

Feb 04, 2025
SELL
$33.92 - $38.03 $14,687 - $16,466
-433 Reduced 0.25%
175,955 $6.01 Billion
Q3 2024

Nov 12, 2024
SELL
$33.85 - $38.5 $323,436 - $367,867
-9,555 Reduced 5.14%
176,388 $6.73 Billion
Q2 2024

Aug 06, 2024
BUY
$33.97 - $36.16 $83,803 - $89,206
2,467 Added 1.34%
185,943 $6.46 Billion
Q1 2024

May 01, 2024
BUY
$33.21 - $35.58 $315,129 - $337,618
9,489 Added 5.45%
183,476 $6.51 Billion
Q4 2023

Feb 06, 2024
BUY
$30.23 - $34.87 $195,950 - $226,027
6,482 Added 3.87%
173,987 $6.07 Billion
Q3 2023

Nov 14, 2023
BUY
$32.07 - $34.74 $331,892 - $359,524
10,349 Added 6.59%
167,505 $5.38 Billion
Q2 2023

Aug 09, 2023
BUY
$32.33 - $34.2 $5.08 Million - $5.37 Million
157,156 New
157,156 $5.22 Billion

Others Institutions Holding FNDC

# of Institutions
287
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

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