Cherry Tree Wealth Management
SCHM icon

Cherry Tree Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.1K Hold
297
– – ﹤0.01% 434
2026
Q2 		$10.9K Buy
297
+202
+213% +$6.95K ﹤0.01% 432
2026
Q1 		$2.93K Hold
95
– – ﹤0.01% 512
2025
Q4 		$2.85K Buy
+95
New +$2.83K ﹤0.01% 515

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

Cherry Tree Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 297 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Cherry Tree Wealth Management first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q2 2026. 475 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Cherry Tree Wealth Management held 297 shares of Schwab US Mid-Cap ETF worth $10.1K as of Q3 2026.
  • Cherry Tree Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #434 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's Schwab US Mid-Cap ETF position peaked at $10.9K in Q2 2026.
  • 475 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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