Cypress Wealth Services, LLC Schwab Strategic Tr Us Small C Transaction History

Cypress Wealth Services, LLC

  • $440 Million
  • Q2 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 27, 2022
SELL
$37.88 - $48.01 $247,356 - $313,505
-6,530 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $139,434 - $162,380
3,139 Added 92.57%
6,530 $309,000
Q4 2021

Jan 19, 2022
SELL
$48.64 - $55.07 $7,831 - $8,866
-161 Reduced 4.53%
3,391 $347,000
Q3 2021

Oct 13, 2021
SELL
$48.3 - $52.49 $28,062 - $30,496
-581 Reduced 14.06%
3,552 $356,000
Q2 2021

Jul 14, 2021
SELL
$48.39 - $52.91 $387,458 - $423,650
-8,007 Reduced 65.96%
4,133 $431,000
Q1 2021

Apr 28, 2021
BUY
$43.89 - $52.63 $94,275 - $113,049
2,148 Added 21.5%
12,140 $1.21 Million
Q4 2020

Jan 22, 2021
SELL
$34.66 - $45.17 $8,942 - $11,653
-258 Reduced 2.52%
9,992 $889,000
Q2 2020

Jul 15, 2020
SELL
$23.59 - $35.22 $33,474 - $49,977
-1,419 Reduced 12.16%
10,250 $670,000
Q1 2020

Apr 10, 2020
SELL
$22.29 - $38.7 $120,611 - $209,405
-5,411 Reduced 31.68%
11,669 $601,000
Q4 2019

Jan 14, 2020
SELL
$33.63 - $38.03 $70,152 - $79,330
-2,086 Reduced 10.88%
17,080 $1.29 Million
Q3 2019

Oct 16, 2019
SELL
$34.78 - $36.12 $84,132 - $87,374
-2,419 Reduced 11.21%
19,166 $1.34 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-3,582 Reduced 14.23%
21,585 $1.54 Million
Q1 2019

Apr 19, 2019
BUY
N/A
236 Added 0.95%
25,167 $1.76 Million
Q4 2018

Jan 22, 2019
BUY
N/A
7,785 Added 45.4%
24,931 $1.51 Million
Q3 2018

Oct 19, 2018
BUY
N/A
720 Added 4.38%
17,146 $1.31 Million
Q2 2018

Aug 06, 2018
BUY
N/A
1,686 Added 11.44%
16,426 $1.21 Million
Q1 2018

May 01, 2018
BUY
N/A
2,469 Added 20.12%
14,740 $1.02 Million
Q4 2017

Feb 05, 2018
BUY
N/A
12,271
12,271 $856,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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