Cherry Tree Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$335K	Hold	10,923	–	–	0.07%	122
2025 Q4	$300K	Hold	10,923	–	–	0.06%	133
2025 Q3	$298K	Hold	10,923	–	–	0.07%	128
2025 Q2	$289K	Sell	10,923 -4,861	-31%	-$127K	0.07%	132
2025 Q1	$441K	Buy	15,784 +631	+4%	+$17.6K	0.11%	103
2024 Q4	$414K	Hold	15,153	–	–	0.1%	105
2024 Q3	$427K	Hold	15,153	–	–	0.1%	106
2024 Q2	$393K	Hold	15,153	–	–	0.1%	105
2024 Q1	$407K	Buy	15,153 +1,875	+14%	+$48.4K	0.1%	102
2023 Q4	$337K	Hold	13,278	–	–	0.09%	112
2023 Q3	$313K	Hold	13,278	–	–	0.09%	109
2023 Q2	$321K	Buy	+13,278	New	+$317K	0.09%	112

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 10,923 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #122.

Cherry Tree Wealth Management first reported a position in SCHD in Q2 2023 and has held it in 12 quarters since. The position peaked at $441K in Q1 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cherry Tree Wealth Management held 10,923 shares of Schwab US Dividend Equity ETF worth $335K as of Q1 2026.
Cherry Tree Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
Schwab US Dividend Equity ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #122 holding.
Cherry Tree Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Schwab US Dividend Equity ETF position peaked at $441K in Q1 2025.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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