Cherry Tree Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 183,431 shares of SCHF stock, worth $3.67 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
183,431
Previous 92,093
99.18%
Holding current value
$3.67 Million
Previous $3.79 Billion
10.39%
% of portfolio
0.84%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding SCHF
# of Institutions
1,372Shares Held
1.42BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.71 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.63 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.45 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.43 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$836 Million0.75% of portfolio