Cherry Tree Wealth Management, LLC's ownership history for SCHB

Cherry Tree Wealth Management, LLC currently holds 116.2K shares with a market value of $3.0M. It started holding SCHB on 2024-09-30. At its peak, it held 123.5K shares on 2024-12-31. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 41.5K shares on 2024-09-30, with a value of $2.6M on 2025-03-31. In the recent 180 days, Cherry Tree Wealth Management, LLC has decreased its shares by 4.5K. In the recent year, Cherry Tree Wealth Management, LLC has increased its shares by 74.7K.