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

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