CTWM
Cherry Tree Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
16,146
-39
| -0.2% | -$1.18K | 0.11% | 96 |
|
|
2025
Q1 | $446K | Sell |
16,185
-31
| -0.2% | -$855 | 0.11% | 101 |
|
|
2024
Q4 | $432K | Buy |
16,216
+128
| +0.8% | +$3.41K | 0.11% | 101 |
|
|
2024
Q3 | $469K | Hold |
16,088
| – | – | 0.11% | 104 |
|
|
2024
Q2 | $427K | Buy |
16,088
+91
| +0.6% | +$2.42K | 0.11% | 102 |
|
|
2024
Q1 | $404K | Buy |
15,997
+31
| +0.2% | +$783 | 0.1% | 104 |
|
|
2023
Q4 | $396K | Buy |
15,966
+2,426
| +18% | +$60.1K | 0.11% | 103 |
|
|
2023
Q3 | $324K | Sell |
13,540
-593
| -4% | -$14.2K | 0.1% | 106 |
|
|
2023
Q2 | $348K | Buy |
+14,133
| New | +$348K | 0.1% | 104 |
|