CTWM
Cherry Tree Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
10,923
-4,861
| -31% | -$129K | 0.07% | 132 |
|
|
2025
Q1 | $441K | Buy |
15,784
+631
| +4% | +$17.6K | 0.11% | 103 |
|
|
2024
Q4 | $414K | Buy |
15,153
+10,102
| +200% | +$276K | 0.1% | 105 |
|
|
2024
Q3 | $427K | Hold |
5,051
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $393K | Hold |
5,051
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $407K | Buy |
5,051
+625
| +14% | +$50.4K | 0.1% | 102 |
|
|
2023
Q4 | $337K | Hold |
4,426
| – | – | 0.09% | 112 |
|
|
2023
Q3 | $313K | Hold |
4,426
| – | – | 0.09% | 109 |
|
|
2023
Q2 | $321K | Buy |
+4,426
| New | +$321K | 0.09% | 112 |
|