Schwab Strategic Tr us aggregate b shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 75k | 23.47 |
| 2025-06-30 | $1.7M | 73k | 23.24 |
| 2025-03-31 | $1.7M | 74k | 23.16 |
| 2024-12-31 | $1.7M | 75k | 22.70 |
| 2024-09-30 | $1.8M | 38k | 47.52 |
| 2024-06-30 | $1.7M | 36k | 45.58 |
| 2024-03-31 | $1.7M | 36k | 46.00 |
| 2023-12-31 | $1.6M | 34k | 46.62 |
| 2023-09-30 | $1.6M | 35k | 44.23 |
| 2023-06-30 | $1.3M | 28k | 46.16 |
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