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Cherry Tree Wealth Management, LLC: SCHF position timeline

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

Cherry Tree Wealth Management, LLC held 317,960 SCHF 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 317,960 shares
    Change vs previous 13F +119,290 shares

    1.66% of the 13F portfolio, value $8,807,498.

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

  2. period ended2026-03-31
    13F 198,670 shares
    Change vs previous 13F +541 shares

    1.04% of the 13F portfolio, value $4,917,088.

    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 198,129 shares
    Change vs previous 13F +5,293 shares

    1.01% of the 13F portfolio, value $4,763,026.

    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 192,836 shares
    Change vs previous 13F +5,038 shares

    0.99% of the 13F portfolio, value $4,489,223.

    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 187,798 shares
    Change vs previous 13F +5,604 shares

    0.96% of the 13F portfolio, value $4,150,336.

    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 182,194 shares
    Change vs previous 13F -1,237 shares

    0.87% of the 13F portfolio, value $3,603,798.

    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 183,431 shares
    Change vs previous 13F +91,338 shares

    0.84% of the 13F portfolio, value $3,393,474.

    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 92,093 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,786,865.

    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).