Cherry Tree Wealth Management »

Schwab U S Small Cap ETF shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $99k 2.0k 49.24
2023-12-31 $95k 2.0k 47.24
2023-09-30 $83k 2.0k 41.42
2023-06-30 $88k 2.0k 43.80