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

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cherry Tree Wealth Management's SCHA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 2,059 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #251.

Cherry Tree Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 12 quarters since. The position peaked at $98.7K in Q1 2024. 1,260 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Cherry Tree Wealth Management held 2,059 shares of Schwab U.S Small- Cap ETF worth $59.9K as of Q1 2026.
Cherry Tree Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #251 holding.
Cherry Tree Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Schwab U.S Small- Cap ETF position peaked at $98.7K in Q1 2024.
1,260 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.