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Cherry Tree Wealth Management, LLC → SCHW-PJ
Cherry Tree Wealth Management, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
68
Latest value
$13K
Q3 2026
Peak value
$12.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $1.6M |
| Q3 2025 | $53K |
| Q3 2025 | $567K |
| Q3 2025 | $11K |
| Q3 2025 | $9.9M |
| Q3 2025 | $229K |
| Q3 2025 | $298K |
| Q3 2025 | $4.5M |
| Q3 2025 | $1.8M |
| Q3 2025 | $5K |
| Q4 2025 | $3.1M |
| Q4 2025 | $1.7M |
| Q4 2025 | $5K |
| Q4 2025 | $3K |
| Q4 2025 | $59K |
| Q4 2025 | $562K |
| Q4 2025 | $11K |
| Q4 2025 | $10.5M |
| Q4 2025 | $231K |
| Q4 2025 | $300K |
| Q4 2025 | $4.8M |
| Q4 2025 | $1.6M |
| Q4 2025 | $5K |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.9M |
| Q1 2026 | $5K |
| Q1 2026 | $3K |
| Q1 2026 | $60K |
| Q1 2026 | $562K |
| Q1 2026 | $12K |
| Q1 2026 | $10.9M |
| Q1 2026 | $238K |
| Q1 2026 | $335K |
| Q1 2026 | $4.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $5K |
| Q2 2026 | $3.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $97K |
| Q2 2026 | $21K |
| Q2 2026 | $11K |
| Q2 2026 | $94K |
| Q2 2026 | $623K |
| Q2 2026 | $13K |
| Q2 2026 | $11.8M |
| Q2 2026 | $279K |
| Q2 2026 | $346K |
| Q2 2026 | $8.8M |
| Q2 2026 | $1.5M |
| Q2 2026 | $5K |
| Q2 2026 | $13K |
| Q3 2026 | $3.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $85K |
| Q3 2026 | $20K |
| Q3 2026 | $10K |
| Q3 2026 | $89K |
| Q3 2026 | $615K |
| Q3 2026 | $13K |
| Q3 2026 | $12.1M |
| Q3 2026 | $261K |
| Q3 2026 | $10K |
| Q3 2026 | $355K |
| Q3 2026 | $6M |
| Q3 2026 | $1.9M |
| Q3 2026 | $5K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 265 | — | — |
| Q3 2026 | $5K | 230 | — | — |
| Q3 2026 | $1.9M | 84.2K | — | — |
| Q3 2026 | $6M | 217.3K | — | — |
| Q3 2026 | $355K | 10.9K | — | — |
| Q3 2026 | $10K | 302 | — | — |
| Q3 2026 | $261K | 7.4K | — | — |
| Q3 2026 | $12.1M | 225.0K | — | — |
| Q3 2026 | $13K | 316 | — | — |
| Q3 2026 | $615K | 16.9K | — | — |
| Q3 2026 | $89K | 2.7K | — | — |
| Q3 2026 | $10K | 297 | — | — |
| Q3 2026 | $20K | 612 | — | — |
| Q3 2026 | $85K | 2.4K | — | — |
| Q3 2026 | $2.1M | 70.4K | — | — |
| Q3 2026 | $3.2M | 109.8K | — | — |
| Q2 2026 | $13K | 265 | — | — |
| Q2 2026 | $5K | 230 | — | — |
| Q2 2026 | $1.5M | 65.3K | — | — |
| Q2 2026 | $8.8M | 318.0K | — | — |
| Q2 2026 | $346K | 10.9K | — | — |
| Q2 2026 | $279K | 7.3K | — | — |
| Q2 2026 | $11.8M | 223.3K | — | — |
| Q2 2026 | $13K | 316 | — | — |
| Q2 2026 | $623K | 17.2K | — | — |
| Q2 2026 | $94K | 2.6K | — | — |
| Q2 2026 | $11K | 297 | — | — |
| Q2 2026 | $21K | 612 | — | — |
| Q2 2026 | $97K | 2.9K | — | — |
| Q2 2026 | $2.1M | 72.6K | — | — |
| Q2 2026 | $3.3M | 112.4K | — | — |
| Q1 2026 | $5K | 230 | — | — |
| Q1 2026 | $1.6M | 67.8K | — | — |
| Q1 2026 | $4.9M | 198.7K | — | — |
| Q1 2026 | $335K | 10.9K | — | — |
| Q1 2026 | $238K | 7.3K | — | — |
| Q1 2026 | $10.9M | 222.2K | — | — |
| Q1 2026 | $12K | 316 | — | — |
| Q1 2026 | $562K | 17.1K | — | — |
| Q1 2026 | $60K | 2.1K | — | — |
| Q1 2026 | $3K | 95 | — | — |
| Q1 2026 | $5K | 153 | — | — |
| Q1 2026 | $1.9M | 72.2K | — | — |
| Q1 2026 | $2.9M | 114.1K | — | — |
| Q4 2025 | $5K | 230 | — | — |
| Q4 2025 | $1.6M | 68.8K | — | — |
| Q4 2025 | $4.8M | 198.1K | — | — |
| Q4 2025 | $300K | 10.9K | — | — |
| Q4 2025 | $231K | 7.3K | — | — |
| Q4 2025 | $10.5M | 232.5K | — | — |
| Q4 2025 | $11K | 316 | — | — |
| Q4 2025 | $562K | 17.2K | — | — |
| Q4 2025 | $59K | 2.1K | — | — |
| Q4 2025 | $3K | 95 | — | — |
| Q4 2025 | $5K | 153 | — | — |
| Q4 2025 | $1.7M | 62.1K | — | — |
| Q4 2025 | $3.1M | 116.7K | — | — |
| Q3 2025 | $5K | 230 | — | — |
| Q3 2025 | $1.8M | 74.8K | — | — |
| Q3 2025 | $4.5M | 192.8K | — | — |
| Q3 2025 | $298K | 10.9K | — | — |
| Q3 2025 | $229K | 7.3K | — | — |
| Q3 2025 | $9.9M | 229.5K | — | — |
| Q3 2025 | $11K | 316 | — | — |
| Q3 2025 | $567K | 17.0K | — | — |
| Q3 2025 | $53K | 1.9K | — | — |
| Q3 2025 | $1.6M | 61.8K | — | — |
| Q3 2025 | $3M | 116.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B