CTWM
Cherry Tree Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
62,684
+266
| +0.4% | +$6.5K | 0.36% | 54 |
|
|
2025
Q1 | $1.38M | Sell |
62,418
-1,141
| -2% | -$25.2K | 0.33% | 57 |
|
|
2024
Q4 | $1.47M | Buy |
63,559
+42,301
| +199% | +$981K | 0.36% | 54 |
|
|
2024
Q3 | $1.44M | Sell |
21,258
-960
| -4% | -$65.1K | 0.34% | 56 |
|
|
2024
Q2 | $1.43M | Buy |
22,218
+5
| +0% | +$321 | 0.36% | 57 |
|
|
2024
Q1 | $1.38M | Buy |
22,213
+1,146
| +5% | +$71.1K | 0.35% | 55 |
|
|
2023
Q4 | $1.19M | Sell |
21,067
-426
| -2% | -$24K | 0.32% | 59 |
|
|
2023
Q3 | $1.09M | Sell |
21,493
-206
| -0.9% | -$10.4K | 0.32% | 54 |
|
|
2023
Q2 | $1.14M | Buy |
+21,699
| New | +$1.14M | 0.33% | 52 |
|