Cherry Tree Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 502 shares of SCHH stock, worth $10,757. This represents 0.0% of its overall portfolio holdings.

Number of Shares
502
Previous 272 84.56%
Holding current value
$10,757
Previous $6.3 Million 67.75%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$20.55 - $23.26 $4,726 - $5,349
230 Added 84.56%
502 $10.6 Million
Q3 2023

Nov 14, 2023
SELL
$17.52 - $20.27 $840 - $972
-48 Reduced 15.0%
272 $4.83 Million
Q2 2023

Aug 09, 2023
BUY
$18.34 - $19.64 $5,868 - $6,284
320 New
320 $6.25 Million

Others Institutions Holding SCHH

# of Institutions
546
Shares Held
184M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email