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

Cherry Tree Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Buy	72,174 +10,103	+16%	+$271K	0.39%	53
2025 Q4	$1.67M	Buy	62,071 +259	+0.4%	+$6.92K	0.35%	57
2025 Q3	$1.63M	Sell	61,812 -872	-1%	-$22.1K	0.36%	56
2025 Q2	$1.53M	Buy	62,684 +266	+0.4%	+$6.01K	0.36%	54
2025 Q1	$1.38M	Sell	62,418 -1,141	-2%	-$26.6K	0.33%	57
2024 Q4	$1.47M	Sell	63,559 -215	-0.3%	-$5.01K	0.36%	54
2024 Q3	$1.44M	Sell	63,774 -2,880	-4%	-$62.8K	0.34%	56
2024 Q2	$1.43M	Buy	66,654 +15	+0%	+$310	0.36%	57
2024 Q1	$1.38M	Buy	66,639 +3,438	+5%	+$67.7K	0.35%	55
2023 Q4	$1.19M	Sell	63,201 -1,278	-2%	-$22.4K	0.32%	59
2023 Q3	$1.09M	Sell	64,479 -618	-0.9%	-$10.8K	0.32%	54
2023 Q2	$1.14M	Buy	+65,097	New	+$1.07M	0.33%	52

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q1 2026, buying an estimated $271K and bringing the position to 72,174 shares worth $1.85M. The position accounts for 0.39% of the portfolio, ranked #53.

Cherry Tree Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. 1,543 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cherry Tree Wealth Management held 72,174 shares of Schwab US Large- Cap ETF worth $1.85M as of Q1 2026.
Cherry Tree Wealth Management bought 10,103 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $271K.
Schwab US Large- Cap ETF made up 0.39% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #53 holding.
Cherry Tree Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,543 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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