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Cherry Tree Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94K Hold
230
– – ﹤0.01% 485
2025
Q4 		$4.8K Hold
230
– – ﹤0.01% 487
2025
Q3 		$4.96K Hold
230
– – ﹤0.01% 471
2025
Q2 		$4.87K Sell
230
-272
-54% -$5.7K ﹤0.01% 479
2025
Q1 		$10.8K Hold
502
– – ﹤0.01% 410
2024
Q4 		$10.6K Buy
502
+230
+85% +$5.14K ﹤0.01% 406
2024
Q3 		$6.3K Hold
272
– – ﹤0.01% 462
2024
Q2 		$5.43K Hold
272
– – ﹤0.01% 454
2024
Q1 		$5.52K Hold
272
– – ﹤0.01% 429
2023
Q4 		$5.63K Hold
272
– – ﹤0.01% 418
2023
Q3 		$4.83K Sell
272
-48
-15% -$924 ﹤0.01% 405
2023
Q2 		$6.25K Buy
+320
New +$6.14K ﹤0.01% 380

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