Cypress Wealth Services, LLC Schwab Charles Corp Transaction History

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025

A detailed history of Cypress Wealth Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 8,602 shares of SCHW stock, worth $831,899. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,602
Previous 8,313 3.48%
Holding current value
$831,899
Previous $650,000 20.62%
% of portfolio
0.15%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$69.06 - $91.24 $19,958 - $26,368
289 Added 3.48%
8,602 $784,000
Q1 2025

Apr 10, 2025
BUY
$71.24 - $83.64 $142 - $167
2 Added 0.02%
8,313 $650,000
Q4 2024

Jan 14, 2025
BUY
$63.31 - $82.85 $18,043 - $23,612
285 Added 3.55%
8,311 $615,000
Q3 2024

Oct 08, 2024
SELL
$61.74 - $76.08 $5,247 - $6,466
-85 Reduced 1.05%
8,026 $520,000
Q2 2024

Jul 12, 2024
BUY
$70.03 - $78.9 $20,588 - $23,196
294 Added 3.76%
8,111 $597,000
Q1 2024

Apr 15, 2024
BUY
$61.89 - $72.38 $41,404 - $48,422
669 Added 9.36%
7,817 $565,000
Q4 2023

Jan 10, 2024
SELL
$49.33 - $70.98 $6,018 - $8,659
-122 Reduced 1.68%
7,148 $491,000
Q3 2023

Oct 13, 2023
BUY
$54.2 - $67.94 $1,409 - $1,766
26 Added 0.36%
7,270 $399,000
Q2 2023

Jul 21, 2023
BUY
$47.37 - $57.14 $141,541 - $170,734
2,988 Added 70.21%
7,244 $410,000
Q1 2023

Apr 07, 2023
BUY
$51.91 - $85.6 $42,047 - $69,336
810 Added 23.51%
4,256 $222,000
Q4 2022

Jan 18, 2023
BUY
$67.43 - $83.26 $2,562 - $3,163
38 Added 1.12%
3,446 $0
Q3 2022

Oct 14, 2022
SELL
$21.16 - $74.92 $28,650 - $101,441
-1,354 Reduced 28.43%
3,408 $253,000
Q2 2022

Jul 27, 2022
BUY
$59.99 - $83.83 $16,257 - $22,717
271 Added 6.03%
4,762 $301,000
Q1 2022

Apr 22, 2022
BUY
$75.69 - $95.53 $10,066 - $12,705
133 Added 3.05%
4,491 $379,000
Q4 2021

Jan 19, 2022
BUY
$73.23 - $85.82 $7,908 - $9,268
108 Added 2.54%
4,358 $367,000
Q3 2021

Oct 13, 2021
SELL
$66.68 - $77.38 $16,069 - $18,648
-241 Reduced 5.37%
4,250 $310,000
Q2 2021

Jul 14, 2021
BUY
$63.69 - $76.01 $3,694 - $4,408
58 Added 1.31%
4,491 $327,000
Q1 2021

Apr 28, 2021
BUY
$51.54 - $67.65 $7,937 - $10,418
154 Added 3.6%
4,433 $289,000
Q4 2020

Jan 22, 2021
BUY
$36.75 - $53.04 $157,253 - $226,958
4,279 New
4,279 $227,000
Q1 2020

Apr 10, 2020
SELL
$28.43 - $49.0 $119,946 - $206,731
-4,219 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$35.1 - $51.07 $148,086 - $215,464
4,219 New
4,219 $201,000

Others Institutions Holding SCHW

# of Institutions
2,383
Shares Held
1.47B
Call Options Held
17.1M
Put Options Held
19.8M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $176B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email