Cypress Wealth Services, LLC Schwab Strategic Tr Us Emergin Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

Shares

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

Jul 27, 2022
SELL
$24.51 - $28.87 $226,545 - $266,845
-9,243 Closed
0 $0
Q1 2022

Apr 22, 2022
SELL
$25.61 - $30.82 $5,045 - $6,071
-197 Reduced 2.09%
9,243 $257,000
Q4 2021

Jan 19, 2022
SELL
$28.68 - $31.96 $13,594 - $15,149
-474 Reduced 4.78%
9,440 $280,000
Q3 2021

Oct 13, 2021
SELL
$29.81 - $32.7 $8,525 - $9,352
-286 Reduced 2.8%
9,914 $302,000
Q2 2021

Jul 14, 2021
SELL
$31.06 - $33.61 $146,541 - $158,571
-4,718 Reduced 31.63%
10,200 $335,000
Q1 2021

Apr 28, 2021
SELL
$30.78 - $34.63 $233,373 - $262,564
-7,582 Reduced 33.7%
14,918 $474,000
Q4 2020

Jan 22, 2021
BUY
$26.72 - $30.68 $213,118 - $244,703
7,976 Added 54.92%
22,500 $690,000
Q2 2020

Jul 15, 2020
SELL
$19.87 - $25.05 $196,434 - $247,644
-9,886 Reduced 40.5%
14,524 $354,000
Q1 2020

Apr 10, 2020
SELL
$18.68 - $28.22 $127,958 - $193,307
-6,850 Reduced 21.91%
24,410 $505,000
Q4 2019

Jan 14, 2020
SELL
$24.83 - $27.51 $1.11 Million - $1.23 Million
-44,841 Reduced 58.92%
31,260 $856,000
Q3 2019

Oct 16, 2019
SELL
$25.08 - $25.94 $201,216 - $208,116
-8,023 Reduced 9.54%
76,101 $1.91 Million
Q2 2019

Jul 24, 2019
BUY
N/A
29,914 Added 55.18%
84,124 $2.21 Million
Q1 2019

Apr 19, 2019
BUY
N/A
14,588 Added 36.82%
54,210 $1.41 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-2,826 Reduced 6.66%
39,622 $932,000
Q3 2018

Oct 19, 2018
BUY
N/A
8,792 Added 26.12%
42,448 $1.09 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-1,720 Reduced 4.86%
33,656 $871,000
Q1 2018

May 01, 2018
BUY
N/A
13,242 Added 59.83%
35,376 $1.02 Million
Q4 2017

Feb 05, 2018
BUY
N/A
22,134
22,134 $618,000

Others Institutions Holding SCHE

# of Institutions
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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