CTWM
Cherry Tree Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
121,559
+782
| +0.6% | +$18.6K | 0.67% | 38 |
|
|
2025
Q1 | $2.6M | Sell |
120,777
-2,772
| -2% | -$59.7K | 0.63% | 42 |
|
|
2024
Q4 | $2.8M | Buy |
123,549
+82,027
| +198% | +$1.86M | 0.69% | 39 |
|
|
2024
Q3 | $2.76M | Buy |
41,522
+300
| +0.7% | +$20K | 0.65% | 40 |
|
|
2024
Q2 | $2.59M | Sell |
41,222
-277
| -0.7% | -$17.4K | 0.65% | 40 |
|
|
2024
Q1 | $2.53M | Sell |
41,499
-107
| -0.3% | -$6.53K | 0.64% | 39 |
|
|
2023
Q4 | $2.32M | Sell |
41,606
-103
| -0.2% | -$5.73K | 0.62% | 39 |
|
|
2023
Q3 | $2.08M | Sell |
41,709
-1,079
| -3% | -$53.8K | 0.61% | 36 |
|
|
2023
Q2 | $2.21M | Buy |
+42,788
| New | +$2.21M | 0.64% | 35 |
|