CTWM
SCHW

Cherry Tree Wealth Management’s Charles Schwab SCHW Stock Holding History

Cherry Tree Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70
Closed -$6.41K – 601
2025
Q2 		$6.41K Sell
70
-17
-20% -$1.42K ﹤0.01% 453
2025
Q1 		$6.83K Hold
87
– – ﹤0.01% 487
2024
Q4 		$6.46K Hold
87
– – ﹤0.01% 458
2024
Q3 		$5.65K Hold
87
– – ﹤0.01% 469
2024
Q2 		$6.43K Hold
87
– – ﹤0.01% 444
2024
Q1 		$6.31K Hold
87
– – ﹤0.01% 420
2023
Q4 		$6K Hold
87
– – ﹤0.01% 412
2023
Q3 		$4.79K Hold
87
– – ﹤0.01% 407
2023
Q2 		$4.94K Buy
+87
New +$4.56K ﹤0.01% 399

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's SCHW Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 70 shares — an estimated $6.41K sold.

Cherry Tree Wealth Management first reported a position in SCHW in Q2 2023 and held it in 9 quarters. The position peaked at $6.83K in Q1 2025. 2,173 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Cherry Tree Wealth Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 70 Charles Schwab shares in Q3 2025, an estimated $6.41K.
  • Cherry Tree Wealth Management first reported a position in Charles Schwab in Q2 2023 and held it in 9 quarters.
  • Cherry Tree Wealth Management's Charles Schwab position peaked at $6.83K in Q1 2025.
  • 2,173 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.