SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 62,071 Value ($000) $1,670 Avg Close — Range —
Q3 2025
Shares 61,812 Value ($000) $1,628 Avg Close — Range —
Q2 2025
Shares 62,684 Value ($000) $1,532 Avg Close — Range —
Q1 2025
Shares 62,418 Value ($000) $1,378 Avg Close — Range —
Q4 2024
Shares 63,559 Value ($000) $1,473 Avg Close — Range —
Q3 2024
Shares 21,258 Value ($000) $1,442 Avg Close — Range —
Q2 2024
Shares 22,218 Value ($000) $1,428 Avg Close — Range —
Q1 2024
Shares 22,213 Value ($000) $1,379 Avg Close — Range —
Q4 2023
Shares 21,067 Value ($000) $1,188 Avg Close — Range —
Q3 2023
Shares 21,493 Value ($000) $1,088 Avg Close — Range —
Q2 2023
Shares 21,699 Value ($000) $1,136 Avg Close — Range —