SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 198,129 Value ($000) $4,763 Avg Close — Range —
Q3 2025
Shares 192,836 Value ($000) $4,489 Avg Close — Range —
Q2 2025
Shares 187,798 Value ($000) $4,150 Avg Close — Range —
Q1 2025
Shares 182,194 Value ($000) $3,604 Avg Close — Range —
Q4 2024
Shares 183,431 Value ($000) $3,393 Avg Close — Range —
Q3 2024
Shares 92,093 Value ($000) $3,787 Avg Close — Range —
Q2 2024
Shares 88,111 Value ($000) $3,385 Avg Close — Range —
Q1 2024
Shares 86,041 Value ($000) $3,357 Avg Close — Range —
Q4 2023
Shares 85,080 Value ($000) $3,145 Avg Close — Range —
Q3 2023
Shares 73,274 Value ($000) $2,488 Avg Close — Range —
Q2 2023
Shares 70,472 Value ($000) $2,512 Avg Close — Range —