Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,000 shares of SCHE stock, worth $574,770. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,000
Previous 16,146
5.29%
Holding current value
$574,770
Previous $487 Million
16.57%
% of portfolio
0.12%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding SCHE
# of Institutions
893Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio