Cypress Point Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Cypress Point Wealth Management, LLC

$178 Million
Q1 2024

A detailed history of Cypress Point Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 128,436 shares of SCHH stock, worth $2.55 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

128,436

Previous 125,093 2.67%

Holding current value

$2.55 Million

Previous $2.59 Million 0.66%

% of portfolio

1.47%

Previous 2.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$19.39 - $20.93 $64,820 - $69,968	3,343 Added 2.67%	128,436 $2.61 Million
Q4 2023 Jan 17, 2024	SELL	$16.76 - $20.95 $378,440 - $473,051	-22,580 Reduced 15.29%	125,093 $2.59 Million
Q3 2023 Oct 31, 2023	SELL	$17.52 - $20.27 $441,486 - $510,783	-25,199 Reduced 14.58%	147,673 $2.62 Million
Q2 2023 Jul 20, 2023	SELL	$18.34 - $19.64 $65,088 - $69,702	-3,549 Reduced 2.01%	172,872 $3.38 Million
Q1 2023 May 08, 2023	BUY	$18.01 - $21.78 $218,047 - $263,690	12,107 Added 7.37%	176,421 $3.44 Million

Q4 2022 Feb 01, 2023	SELL	$18.86 - $20.46 $208,082 - $225,735	-11,033 Reduced 6.29%	164,314 $3.17 Million
Q3 2022 Oct 31, 2022	SELL	N/A	-2,503 Reduced 1.41%	175,347 $3.28 Million
Q2 2022 Aug 08, 2022	BUY	N/A	9,092 Added 5.39%	177,850 $3.75 Million
Q1 2022 Apr 29, 2022	BUY	N/A	89,902 Added 114.01%	168,758 $4.2 Million
Q4 2021 Jan 27, 2022	BUY	N/A	2,326 Added 3.04%	78,856 $4.16 Million
Q3 2021 Nov 05, 2021	BUY	N/A	4,722 Added 6.58%	76,530 $3.5 Million
Q2 2021 Aug 04, 2021	BUY	N/A	1,806 Added 2.58%	71,808 $3.29 Million
Q1 2021 May 07, 2021	BUY	N/A	7,438 Added 11.89%	70,002 $2.88 Million
Q4 2020 Feb 05, 2021	BUY	N/A	62,564 New	62,564 $2.38 Million

Others Institutions Holding SCHH

# of Institutions

505

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Cypress Point Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History