SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 17,173 Value ($000) $562 Avg Close — Range —
Q3 2025
Shares 17,000 Value ($000) $567 Avg Close — Range —
Q2 2025
Shares 16,146 Value ($000) $487 Avg Close — Range —
Q1 2025
Shares 16,185 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 16,216 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 16,088 Value ($000) $469 Avg Close — Range —
Q2 2024
Shares 16,088 Value ($000) $427 Avg Close — Range —
Q1 2024
Shares 15,997 Value ($000) $404 Avg Close — Range —
Q4 2023
Shares 15,966 Value ($000) $396 Avg Close — Range —
Q3 2023
Shares 13,540 Value ($000) $324 Avg Close — Range —
Q2 2023
Shares 14,133 Value ($000) $348 Avg Close — Range —