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

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 6,788 shares of SCHG stock, worth $215,451. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,788
Holding current value
$215,451
% of portfolio
0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$28.92 - $32.19 $196,308 - $218,505
6,788 New
6,788 $216,000
Q1 2020

Apr 10, 2020
SELL
$34.6 - $51.17 $74,459 - $110,117
-2,152 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$40.97 - $46.72 $88,167 - $100,541
2,152 New
2,152 $200,000
Q3 2019

Oct 16, 2019
SELL
$41.7 - $42.86 $153,956 - $158,239
-3,692 Closed
0 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-1,497 Reduced 28.85%
3,692 $307,000
Q1 2019

Apr 19, 2019
SELL
N/A
-6,928 Reduced 57.18%
5,189 $412,000
Q4 2018

Jan 22, 2019
BUY
N/A
12,117 New
12,117 $835,000

Others Institutions Holding SCHG

# of Institutions
1,630
Shares Held
817M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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