Cypress Point Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 172,411 shares of SCHB stock, worth $3.78 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
172,411
Previous 66,119 160.76%
Holding current value
$3.78 Million
Previous $4.4 Million 11.03%
% of portfolio
1.36%
Previous 1.93%

Shares

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

Jan 21, 2025
BUY
$22.01 - $66.82 $2.34 Million - $7.1 Million
106,292 Added 160.76%
172,411 $3.91 Million
Q3 2024

Nov 01, 2024
SELL
$59.93 - $66.52 $63,226 - $70,178
-1,055 Reduced 1.57%
66,119 $4.4 Million
Q2 2024

Jul 26, 2024
SELL
$57.57 - $63.3 $80,425 - $88,430
-1,397 Reduced 2.04%
67,174 $4.22 Million
Q1 2024

May 07, 2024
BUY
$54.61 - $61.05 $648,766 - $725,274
11,880 Added 20.96%
68,571 $4.19 Million
Q4 2023

Jan 17, 2024
BUY
$47.61 - $55.91 $503,761 - $591,583
10,581 Added 22.95%
56,691 $3.16 Million
Q3 2023

Oct 31, 2023
BUY
$49.59 - $53.57 $1.93 Million - $2.09 Million
39,012 Added 549.62%
46,110 $2.3 Million
Q2 2023

Jul 20, 2023
BUY
$47.08 - $51.7 $141 - $155
3 Added 0.04%
7,098 $366,000
Q1 2023

May 08, 2023
BUY
$44.47 - $49.23 $22,323 - $24,713
502 Added 7.61%
7,095 $339,000
Q4 2022

Feb 01, 2023
BUY
$41.94 - $47.81 $276,510 - $315,211
6,593 New
6,593 $295,000
Q2 2022

Aug 08, 2022
SELL
$42.93 - $53.98 $175,411 - $220,562
-4,086 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $31,603 - $36,554
643 Added 18.68%
4,086 $218,000
Q4 2021

Jan 27, 2022
SELL
$51.87 - $56.86 $25,883 - $28,373
-499 Reduced 12.66%
3,443 $389,000
Q3 2021

Nov 05, 2021
SELL
$51.32 - $54.83 $955,681 - $1.02 Million
-18,622 Reduced 82.53%
3,942 $409,000
Q2 2021

Aug 04, 2021
SELL
$48.92 - $52.14 $463,614 - $494,130
-9,477 Reduced 29.58%
22,564 $2.35 Million
Q1 2021

May 07, 2021
SELL
$44.89 - $48.81 $1,256 - $1,366
-28 Reduced 0.09%
32,041 $3.1 Million
Q4 2020

Feb 05, 2021
BUY
$39.03 - $45.5 $1.25 Million - $1.46 Million
32,069 New
32,069 $2.92 Million

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
423M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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