Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: SCHZ position timeline

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

Cherry Tree Wealth Management, LLC held 65,254 SCHZ 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 65,254 shares
    Change vs previous 13F -2,536 shares

    0.28% of the 13F portfolio, value $1,509,326.

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

  2. period ended2026-03-31
    13F 67,790 shares
    Change vs previous 13F -1,052 shares

    0.33% of the 13F portfolio, value $1,574,084.

    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 68,842 shares
    Change vs previous 13F -5,964 shares

    0.34% of the 13F portfolio, value $1,608,838.

    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 74,806 shares
    Change vs previous 13F +1,521 shares

    0.39% of the 13F portfolio, value $1,755,697.

    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 73,285 shares
    Change vs previous 13F -421 shares

    0.4% of the 13F portfolio, value $1,703,144.

    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 73,706 shares
    Change vs previous 13F -1,628 shares

    0.41% of the 13F portfolio, value $1,707,031.

    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 75,334 shares
    Change vs previous 13F +37,629 shares

    0.42% of the 13F portfolio, value $1,710,082.

    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 37,705 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,791,742.

    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).