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
1,351
Shares Held
348M
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
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