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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
2026
Q1 		$2.86M Sell
114,088
-2,592
-2% -$68K 0.61% 44
2025
Q4 		$3.06M Buy
116,680
+434
+0.4% +$11.3K 0.65% 43
2025
Q3 		$2.99M Sell
116,246
-5,313
-4% -$132K 0.66% 42
2025
Q2 		$2.9M Buy
121,559
+782
+0.6% +$17.2K 0.67% 38
2025
Q1 		$2.6M Sell
120,777
-2,772
-2% -$63.1K 0.63% 42
2024
Q4 		$2.8M Sell
123,549
-1,017
-0.8% -$23.2K 0.69% 39
2024
Q3 		$2.76M Buy
124,566
+900
+0.7% +$19.2K 0.65% 40
2024
Q2 		$2.59M Sell
123,666
-831
-0.7% -$16.8K 0.65% 40
2024
Q1 		$2.53M Sell
124,497
-321
-0.3% -$6.21K 0.64% 39
2023
Q4 		$2.32M Sell
124,818
-309
-0.2% -$5.34K 0.62% 39
2023
Q3 		$2.08M Sell
125,127
-3,237
-3% -$56K 0.61% 36
2023
Q2 		$2.21M Buy
+128,364
New +$2.09M 0.64% 35

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q1 2026, selling an estimated $68K and leaving 114,088 shares worth $2.86M. The position accounts for 0.61% of the portfolio, ranked #44.

Cherry Tree Wealth Management first reported a position in SCHB in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Cherry Tree Wealth Management held 114,088 shares of Schwab US Broad Market ETF worth $2.86M as of Q1 2026.
  • Cherry Tree Wealth Management sold 2,592 Schwab US Broad Market ETF shares in Q1 2026, an estimated $68K.
  • Schwab US Broad Market ETF made up 0.61% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Schwab US Broad Market ETF position peaked at $3.06M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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