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 Q3	$5.07K	Hold	230	–	–	﹤0.01%	488
2026 Q2	$5.45K	Hold	230	–	–	﹤0.01%	491
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

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Cherry Tree Wealth Management's SCHH Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 230 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Cherry Tree Wealth Management first reported a position in SCHH in Q2 2023 and has held it in 14 quarters since. The position peaked at $10.8K in Q1 2025. 221 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Cherry Tree Wealth Management held 230 shares of Schwab US REIT ETF worth $5.07K as of Q3 2026.
Cherry Tree Wealth Management left its Schwab US REIT ETF share count unchanged in Q3 2026.
Schwab US REIT ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #488 holding.
Cherry Tree Wealth Management first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Schwab US REIT ETF position peaked at $10.8K in Q1 2025.
221 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.