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Cherry Tree Wealth Management, LLC: SCHX position timeline

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

Cherry Tree Wealth Management, LLC held 72,572 SCHX 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 72,572 shares
    Change vs previous 13F +398 shares

    0.4% of the 13F portfolio, value $2,135,803.

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

  2. period ended2026-03-31
    13F 72,174 shares
    Change vs previous 13F +10,103 shares

    0.39% of the 13F portfolio, value $1,850,549.

    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 62,071 shares
    Change vs previous 13F +259 shares

    0.35% of the 13F portfolio, value $1,670,338.

    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 61,812 shares
    Change vs previous 13F -872 shares

    0.36% of the 13F portfolio, value $1,628,129.

    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 62,684 shares
    Change vs previous 13F +266 shares

    0.36% of the 13F portfolio, value $1,531,997.

    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 62,418 shares
    Change vs previous 13F -1,141 shares

    0.33% of the 13F portfolio, value $1,378,190.

    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 63,559 shares
    Change vs previous 13F +42,301 shares

    0.36% of the 13F portfolio, value $1,473,298.

    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 21,258 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,442,356.

    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).