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Schwab Strategic Tr schwb fdt int sc shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.5M 186k 34.76
2024-03-31 $6.5M 184k 35.47
2023-12-31 $6.1M 174k 34.86
2023-09-30 $5.4M 168k 32.14
2023-06-30 $5.2M 157k 33.19

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg Invt (FLRN)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Victory Capital Management
Jane Street
Burns Wealth Management
GHP Investment Advisors
Kelman-Lazarov
Merriman Wealth Management
Mercer Global Advisors
Clarius
Prairiewood Capital
Geneos Wealth Management
Collective Family Office
Morgan Stanley
Cherry Tree Wealth Management
Charles Schwab Trust

View all funds holding Schwab Strategic Tr schwb fdt int sc