CTWM
Cherry Tree Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7K | Hold |
1,886
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $44.2K | Sell |
1,886
-1,566
| -45% | -$36.7K | 0.01% | 267 |
|
|
2024
Q4 | $89.3K | Buy |
3,452
+1,726
| +100% | +$44.6K | 0.02% | 220 |
|
|
2024
Q3 | $88.9K | Sell |
1,726
-278
| -14% | -$14.3K | 0.02% | 223 |
|
|
2024
Q2 | $95.1K | Hold |
2,004
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $98.7K | Hold |
2,004
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $94.7K | Hold |
2,004
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $83K | Hold |
2,004
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $87.8K | Buy |
+2,004
| New | +$87.8K | 0.03% | 200 |
|