Cypress Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cypress Financial Planning LLC holds 31,753 shares of SCHX stock, worth $711,584. This represents 0.27% of its overall portfolio holdings.

Number of Shares
31,753
Previous 11,365 179.39%
Holding current value
$711,584
Previous $771,000 4.54%
% of portfolio
0.27%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $456,691 - $1.39 Million
20,388 Added 179.39%
31,753 $736,000
Q3 2024

Oct 07, 2024
BUY
$61.11 - $67.85 $1,038 - $1,153
17 Added 0.15%
11,365 $771,000
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $84,410 - $93,153
1,438 Added 14.51%
11,348 $729,000
Q1 2024

Apr 12, 2024
BUY
$55.41 - $62.08 $549,113 - $615,212
9,910 New
9,910 $615,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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