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

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

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 3,223 shares of SCHX stock, worth $75,418. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,223
Previous 3,263 1.23%
Holding current value
$75,418
Previous $209,000 4.31%
% of portfolio
0.05%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$61.11 - $67.85 $2,444 - $2,714
-40 Reduced 1.23%
3,223 $218,000
Q1 2024

Apr 15, 2024
BUY
$55.41 - $62.08 $180,802 - $202,567
3,263 New
3,263 $202,000
Q2 2022

Jul 27, 2022
SELL
$43.35 - $54.51 $278,133 - $349,736
-6,416 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$49.51 - $57.27 $158,828 - $183,722
3,208 Added 100.0%
6,416 $346,000
Q4 2021

Jan 19, 2022
BUY
$51.9 - $57.29 $51 - $57
1 Added 0.03%
3,208 $365,000
Q3 2021

Oct 13, 2021
SELL
$51.52 - $54.94 $34,466 - $36,754
-669 Reduced 17.26%
3,207 $334,000
Q2 2021

Jul 14, 2021
SELL
$48.62 - $52.01 $625,642 - $669,264
-12,868 Reduced 76.85%
3,876 $403,000
Q1 2021

Apr 28, 2021
SELL
$44.9 - $48.34 $148,170 - $159,522
-3,300 Reduced 16.46%
16,744 $1.61 Million
Q4 2020

Jan 22, 2021
SELL
$39.35 - $45.48 $140,204 - $162,045
-3,563 Reduced 15.09%
20,044 $1.82 Million
Q2 2020

Jul 15, 2020
SELL
$29.25 - $38.76 $761,640 - $1.01 Million
-26,039 Reduced 52.45%
23,607 $1.75 Million
Q1 2020

Apr 10, 2020
SELL
$26.61 - $40.52 $72,938 - $111,065
-2,741 Reduced 5.23%
49,646 $3.04 Million
Q4 2019

Jan 14, 2020
SELL
$34.42 - $38.54 $2.11 Million - $2.37 Million
-61,390 Reduced 53.96%
52,387 $4.02 Million
Q3 2019

Oct 16, 2019
BUY
$35.28 - $36.01 $665,451 - $679,220
18,862 Added 19.87%
113,777 $8.07 Million
Q2 2019

Jul 24, 2019
BUY
N/A
35,431 Added 59.56%
94,915 $6.66 Million
Q1 2019

Apr 19, 2019
BUY
N/A
15,967 Added 36.69%
59,484 $4.02 Million
Q4 2018

Jan 22, 2019
BUY
N/A
23,183 Added 114.01%
43,517 $2.6 Million
Q3 2018

Oct 19, 2018
BUY
N/A
106 Added 0.52%
20,334 $1.41 Million
Q2 2018

Aug 06, 2018
BUY
N/A
2,572 Added 14.57%
20,228 $1.32 Million
Q1 2018

May 01, 2018
BUY
N/A
2,941 Added 19.99%
17,656 $1.11 Million
Q4 2017

Feb 05, 2018
BUY
N/A
14,715
14,715 $939,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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