SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 116,680 Value ($000) $3,061 Avg Close — Range —
Q3 2025
Shares 116,246 Value ($000) $2,989 Avg Close — Range —
Q2 2025
Shares 121,559 Value ($000) $2,897 Avg Close — Range —
Q1 2025
Shares 120,777 Value ($000) $2,600 Avg Close — Range —
Q4 2024
Shares 123,549 Value ($000) $2,805 Avg Close — Range —
Q3 2024
Shares 41,522 Value ($000) $2,762 Avg Close — Range —
Q2 2024
Shares 41,222 Value ($000) $2,592 Avg Close — Range —
Q1 2024
Shares 41,499 Value ($000) $2,534 Avg Close — Range —
Q4 2023
Shares 41,606 Value ($000) $2,316 Avg Close — Range —
Q3 2023
Shares 41,709 Value ($000) $2,079 Avg Close — Range —
Q2 2023
Shares 42,788 Value ($000) $2,212 Avg Close — Range —