Cherry Tree Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$562K	Sell	17,065 -108	-0.6%	-$3.69K	0.12%	89
2025 Q4	$562K	Buy	17,173 +173	+1%	+$5.77K	0.12%	90
2025 Q3	$567K	Buy	17,000 +854	+5%	+$26.9K	0.12%	86
2025 Q2	$487K	Sell	16,146 -39	-0.2%	-$1.1K	0.11%	96
2025 Q1	$446K	Sell	16,185 -31	-0.2%	-$848	0.11%	101
2024 Q4	$432K	Buy	16,216 +128	+0.8%	+$3.61K	0.11%	101
2024 Q3	$469K	Hold	16,088	–	–	0.11%	104
2024 Q2	$427K	Buy	16,088 +91	+0.6%	+$2.37K	0.11%	102
2024 Q1	$404K	Buy	15,997 +31	+0.2%	+$762	0.1%	104
2023 Q4	$396K	Buy	15,966 +2,426	+18%	+$58.3K	0.11%	103
2023 Q3	$324K	Sell	13,540 -593	-4%	-$14.7K	0.1%	106
2023 Q2	$348K	Buy	+14,133	New	+$345K	0.1%	104