Cherry Tree Wealth Management
SCHA icon

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
Q3 		$88.8K Buy
2,721
+115
+4% +$3.93K 0.02% 235
2026
Q2 		$94.2K Buy
2,606
+547
+27% +$18.1K 0.02% 235
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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Dynamic Advisor Solutions
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Cherry Tree Wealth Management's SCHA Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.4% in Q3 2026, buying an estimated $3.93K and bringing the position to 2,721 shares worth $88.8K. The position accounts for 0.02% of the portfolio, ranked #235.

Cherry Tree Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 14 quarters since. The position peaked at $98.7K in Q1 2024. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Cherry Tree Wealth Management held 2,721 shares of Schwab U.S Small- Cap ETF worth $88.8K as of Q3 2026.
  • Cherry Tree Wealth Management bought 115 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $3.93K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #235 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Schwab U.S Small- Cap ETF position peaked at $98.7K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.