CTWM
SCHV

Cherry Tree Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.67K Hold
153
– – ﹤0.01% 488
2025
Q4 		$4.53K Buy
+153
New +$4.47K ﹤0.01% 496

Other funds holding SCHV

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SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 153 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Cherry Tree Wealth Management first reported a position in SCHV in Q4 2025 and has held it in 2 quarters since. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Cherry Tree Wealth Management held 153 shares of Schwab US Large-Cap Value ETF worth $4.67K as of Q1 2026.
  • Cherry Tree Wealth Management left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #488 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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