Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cherry Tree Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Cherry Tree Wealth Management, LLC held 112,414 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,414 shares
    Change vs previous 13F -1,674 shares

    0.61% of the 13F portfolio, value $3,255,510.

    13F-HR 0001985414-26-000004 filed by Cherry Tree Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 114,088 shares
    Change vs previous 13F -2,592 shares

    0.61% of the 13F portfolio, value $2,863,609.

    13F-HR 0001985414-26-000003 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 116,680 shares
    Change vs previous 13F +434 shares

    0.65% of the 13F portfolio, value $3,060,517.

    13F-HR 0001985414-26-000001 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,246 shares
    Change vs previous 13F -5,313 shares

    0.66% of the 13F portfolio, value $2,988,685.

    13F-HR 0001985414-25-000006 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,559 shares
    Change vs previous 13F +782 shares

    0.67% of the 13F portfolio, value $2,896,751.

    13F-HR 0001985414-25-000003 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 120,777 shares
    Change vs previous 13F -2,772 shares

    0.63% of the 13F portfolio, value $2,600,329.

    13F-HR 0001985414-25-000002 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 123,549 shares
    Change vs previous 13F +82,027 shares

    0.69% of the 13F portfolio, value $2,804,563.

    13F-HR 0001985414-25-000001 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,522 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,762,044.

    13F-HR 0001985414-24-000004 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).