Cypress Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Cypress Financial Planning LLC

$343 Million
Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cypress Financial Planning LLC holds 27,140 shares of SCHX stock, worth $720,295. This represents 0.21% of its overall portfolio holdings.

Number of Shares

27,140

Previous 30,432 10.82%

Holding current value

$720,295

Previous $801,000 10.11%

% of portfolio

0.21%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$25.85 - $27.19 $85,098 - $89,509	-3,292 Reduced 10.82%	27,140 $720,000
Q3 2025 Oct 09, 2025	SELL	$24.46 - $26.5 $33,045 - $35,801	-1,351 Reduced 4.25%	30,432 $801,000
Q2 2025 Jul 10, 2025	BUY	$19.6 - $24.44 $666 - $830	34 Added 0.11%	31,783 $776,000
Q1 2025 Apr 09, 2025	SELL	$21.75 - $24.28 $87 - $97	-4 Reduced 0.01%	31,749 $697,000
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $456,691 - $1.39 Million	20,388 Added 179.39%	31,753 $736,000

Q3 2024 Oct 07, 2024	BUY	$61.11 - $67.85 $1,038 - $1,153	17 Added 0.15%	11,365 $771,000
Q2 2024 Jul 16, 2024	BUY	$58.7 - $64.78 $84,410 - $93,153	1,438 Added 14.51%	11,348 $729,000
Q1 2024 Apr 12, 2024	BUY	$55.41 - $62.08 $549,113 - $615,212	9,910 New	9,910 $615,000

Others Institutions Holding SCHX

# of Institutions

1,645

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Cypress Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History