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

Cypress Financial Planning LLC

  • $270 Million
  • Q3 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 11,365 shares of SCHX stock, worth $263,668. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,365
Previous 11,348 0.15%
Holding current value
$263,668
Previous $729,000 5.76%
% of portfolio
0.29%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email