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Cherry Tree Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.9K Hold
2,059
– – 0.01% 251
2025
Q4 		$58.6K Buy
2,059
+173
+9% +$4.88K 0.01% 254
2025
Q3 		$52.6K Hold
1,886
– – 0.01% 256
2025
Q2 		$47.7K Hold
1,886
– – 0.01% 259
2025
Q1 		$44.2K Sell
1,886
-1,566
-45% -$39.9K 0.01% 267
2024
Q4 		$89.3K Hold
3,452
– – 0.02% 220
2024
Q3 		$88.9K Sell
3,452
-556
-14% -$13.8K 0.02% 223
2024
Q2 		$95.1K Hold
4,008
– – 0.02% 211
2024
Q1 		$98.7K Hold
4,008
– – 0.02% 208
2023
Q4 		$94.7K Hold
4,008
– – 0.03% 200
2023
Q3 		$83K Hold
4,008
– – 0.02% 200
2023
Q2 		$87.8K Buy
+4,008
New +$83.5K 0.03% 200

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