Cypress Wealth Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,213 shares of SCHB stock, worth $289,519. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,213
Previous 11,175 0.34%
Holding current value
$289,519
Previous $266,000 8.27%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2025
BUY
$23.82 - $25.84 $905 - $981
38 Added 0.34%
11,213 $288,000
Q2 2025

Jul 28, 2025
BUY
$19.1 - $23.83 $213,442 - $266,300
11,175 New
11,175 $266,000
Q4 2024

Jan 14, 2025
BUY
$22.01 - $66.82 $135,427 - $411,143
6,153 Added 178.76%
9,595 $217,000
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $27,987 - $31,064
-467 Reduced 11.95%
3,442 $228,000
Q2 2024

Jul 12, 2024
BUY
$57.57 - $63.3 $287 - $316
5 Added 0.13%
3,909 $245,000
Q1 2024

Apr 15, 2024
SELL
$54.61 - $61.05 $13,488 - $15,079
-247 Reduced 5.95%
3,904 $238,000
Q4 2023

Jan 10, 2024
SELL
$47.61 - $55.91 $4,522 - $5,311
-95 Reduced 2.24%
4,151 $231,000
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $3,421 - $3,696
69 Added 1.65%
4,246 $211,000
Q2 2023

Jul 21, 2023
SELL
$47.08 - $51.7 $2,448 - $2,688
-52 Reduced 1.23%
4,177 $215,000
Q1 2023

Apr 07, 2023
SELL
$44.47 - $49.23 $21,123 - $23,384
-475 Reduced 10.1%
4,229 $202,000
Q4 2022

Jan 18, 2023
SELL
$41.94 - $47.81 $9,939 - $11,330
-237 Reduced 4.8%
4,704 $0
Q3 2022

Oct 14, 2022
SELL
$41.99 - $50.63 $297,121 - $358,257
-7,076 Reduced 58.88%
4,941 $211,000
Q2 2022

Jul 27, 2022
SELL
$42.93 - $53.98 $117,027 - $147,149
-2,726 Reduced 18.49%
12,017 $531,000
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $371,868 - $430,127
7,566 Added 105.42%
14,743 $787,000
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $51 - $56
-1 Reduced 0.01%
7,177 $811,000
Q3 2021

Oct 13, 2021
SELL
$51.32 - $54.83 $10,777 - $11,514
-210 Reduced 2.84%
7,178 $745,000
Q2 2021

Jul 14, 2021
SELL
$48.92 - $52.14 $57,285 - $61,055
-1,171 Reduced 13.68%
7,388 $770,000
Q1 2021

Apr 28, 2021
SELL
$44.89 - $48.81 $44,126 - $47,980
-983 Reduced 10.3%
8,559 $828,000
Q4 2020

Jan 22, 2021
SELL
$39.03 - $45.5 $33,799 - $39,403
-866 Reduced 8.32%
9,542 $868,000
Q2 2020

Jul 15, 2020
SELL
$28.84 - $38.49 $308,068 - $411,150
-10,682 Reduced 50.65%
10,408 $765,000
Q1 2020

Apr 10, 2020
SELL
$26.18 - $40.44 $44,270 - $68,384
-1,691 Reduced 7.42%
21,090 $1.27 Million
Q4 2019

Jan 14, 2020
SELL
$34.47 - $38.58 $563,101 - $630,242
-16,336 Reduced 41.76%
22,781 $1.75 Million
Q3 2019

Oct 16, 2019
SELL
$35.32 - $36.13 $135,593 - $138,703
-3,839 Reduced 8.94%
39,117 $2.78 Million
Q2 2019

Jul 24, 2019
BUY
N/A
3,897 Added 9.98%
42,956 $3.03 Million
Q1 2019

Apr 19, 2019
BUY
N/A
18,329 Added 88.42%
39,059 $2.66 Million
Q4 2018

Jan 22, 2019
BUY
N/A
1,018 Added 5.16%
20,730 $1.24 Million
Q3 2018

Oct 19, 2018
BUY
N/A
1,920 Added 10.79%
19,712 $1.39 Million
Q2 2018

Aug 06, 2018
BUY
N/A
620 Added 3.61%
17,792 $1.17 Million
Q1 2018

May 01, 2018
BUY
N/A
2,354 Added 15.89%
17,172 $1.1 Million
Q4 2017

Feb 05, 2018
BUY
N/A
14,818
14,818 $956,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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