Cherry Tree Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.9M	Buy
2025 Q1	$2.6M	Sell
2024 Q4	$2.8M	Sell
2024 Q3	$2.76M	Buy
2024 Q2	$2.59M	Sell
2024 Q1	$2.53M	Sell
2023 Q4	$2.32M	Sell
2023 Q3	$2.08M	Sell
2023 Q2	$2.21M	Buy