Schwab U S Small Cap ETF shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $94k | 2.6k | 36.13 |
| 2026-03-31 | $60k | 2.1k | 29.09 |
| 2025-12-31 | $59k | 2.1k | 28.48 |
| 2025-09-30 | $53k | 1.9k | 27.90 |
| 2025-06-30 | $48k | 1.9k | 25.30 |
| 2025-03-31 | $44k | 1.9k | 23.43 |
| 2024-12-31 | $89k | 3.5k | 25.86 |
| 2024-09-30 | $89k | 1.7k | 51.50 |
| 2024-06-30 | $95k | 2.0k | 47.45 |
| 2024-03-31 | $99k | 2.0k | 49.24 |
| 2023-12-31 | $95k | 2.0k | 47.24 |
| 2023-09-30 | $83k | 2.0k | 41.42 |
| 2023-06-30 | $88k | 2.0k | 43.80 |
More positions owned by Cherry Tree Wealth Management
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