Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 116,246 shares of SCHB stock, worth $3 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
116,246
Previous 121,559 4.37%
Holding current value
$3 Million
Previous $2.9 Billion 3.17%
% of portfolio
0.66%
Previous 0.67%

Shares

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

Nov 24, 2025
SELL
$23.82 - $25.84 $126,555 - $137,287
-5,313 Reduced 4.37%
116,246 $2.99 Billion
Q2 2025

Aug 05, 2025
BUY
$19.1 - $23.83 $14,936 - $18,635
782 Added 0.65%
121,559 $2.9 Billion
Q1 2025

Apr 21, 2025
SELL
$21.23 - $23.75 $58,849 - $65,835
-2,772 Reduced 2.24%
120,777 $2.6 Billion
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $1.81 Million - $5.48 Million
82,027 Added 197.55%
123,549 $2.8 Billion
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $17,979 - $19,956
300 Added 0.73%
41,522 $2.76 Billion
Q2 2024

Aug 06, 2024
SELL
$57.57 - $63.3 $15,946 - $17,534
-277 Reduced 0.67%
41,222 $2.59 Billion
Q1 2024

May 01, 2024
SELL
$54.61 - $61.05 $5,843 - $6,532
-107 Reduced 0.26%
41,499 $2.53 Billion
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $4,903 - $5,758
-103 Reduced 0.25%
41,606 $2.32 Billion
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $53,507 - $57,802
-1,079 Reduced 2.52%
41,709 $2.08 Billion
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $2.01 Million - $2.21 Million
42,788 New
42,788 $2.21 Billion

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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