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 Q3	$2.11M	Sell	70,405 -2,167	-3%	-$64.9K	0.4%	52
2026 Q2	$2.14M	Buy	72,572 +398	+0.6%	+$11.4K	0.4%	52
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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Cherry Tree Wealth Management's SCHX Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q3 2026, selling an estimated $64.9K and leaving 70,405 shares worth $2.11M. The position accounts for 0.4% of the portfolio, ranked #52.

Cherry Tree Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.14M in Q2 2026. 580 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Cherry Tree Wealth Management held 70,405 shares of Schwab US Large- Cap ETF worth $2.11M as of Q3 2026.
Cherry Tree Wealth Management sold 2,167 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $64.9K.
Schwab US Large- Cap ETF made up 0.4% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #52 holding.
Cherry Tree Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Schwab US Large- Cap ETF position peaked at $2.14M in Q2 2026.
580 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.