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Cherry Tree Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.92M Buy
198,670
+541
+0.3% +$13.8K 1.04% 28
2025
Q4 		$4.76M Buy
198,129
+5,293
+3% +$126K 1.01% 29
2025
Q3 		$4.49M Buy
192,836
+5,038
+3% +$114K 0.99% 32
2025
Q2 		$4.15M Buy
187,798
+5,604
+3% +$117K 0.96% 33
2025
Q1 		$3.6M Sell
182,194
-1,237
-0.7% -$24.3K 0.87% 33
2024
Q4 		$3.39M Sell
183,431
-755
-0.4% -$14.7K 0.84% 35
2024
Q3 		$3.79M Buy
184,186
+7,964
+5% +$157K 0.9% 32
2024
Q2 		$3.39M Buy
176,222
+4,140
+2% +$80.1K 0.85% 34
2024
Q1 		$3.36M Buy
172,082
+1,922
+1% +$35.9K 0.84% 32
2023
Q4 		$3.14M Buy
170,160
+23,612
+16% +$410K 0.84% 31
2023
Q3 		$2.49M Buy
146,548
+5,604
+4% +$99K 0.73% 32
2023
Q2 		$2.51M Buy
+140,944
New +$2.5M 0.73% 32

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 0.27% in Q1 2026, buying an estimated $13.8K and bringing the position to 198,670 shares worth $4.92M. The position accounts for 1.04% of the portfolio, ranked #28.

Cherry Tree Wealth Management first reported a position in SCHF in Q2 2023 and has held it in 12 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Cherry Tree Wealth Management held 198,670 shares of Schwab International Equity ETF worth $4.92M as of Q1 2026.
  • Cherry Tree Wealth Management bought 541 Schwab International Equity ETF shares in Q1 2026, an estimated $13.8K.
  • Schwab International Equity ETF made up 1.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab International Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

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