A detailed history of Cypress Wealth Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 36,529 shares of SCHD stock, worth $1.01 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
36,529
Previous 36,011 1.44%
Holding current value
$1.01 Million
Previous $2.8 Million 10.25%
% of portfolio
0.66%
Previous 0.64%

Shares

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

Oct 08, 2024

BUY
$77.02 - $85.06 $39,896 - $44,061
518 Added 1.44%
36,529 $3.09 Million
Q2 2024

Jul 12, 2024

BUY
$75.81 - $80.15 $27,064 - $28,613
357 Added 1.0%
36,011 $2.8 Million
Q1 2024

Apr 15, 2024

SELL
$75.25 - $80.63 $17,081 - $18,303
-227 Reduced 0.63%
35,654 $2.87 Million
Q4 2023

Jan 10, 2024

SELL
$66.9 - $76.32 $85,230 - $97,231
-1,274 Reduced 3.43%
35,881 $2.73 Million
Q3 2023

Oct 13, 2023

SELL
$70.63 - $75.66 $18,999 - $20,352
-269 Reduced 0.72%
37,155 $2.63 Million
Q2 2023

Jul 21, 2023

BUY
$69.18 - $73.94 $42,130 - $45,029
609 Added 1.65%
37,424 $2.72 Million
Q1 2023

Apr 07, 2023

BUY
$70.28 - $78.03 $72,388 - $80,370
1,030 Added 2.88%
36,815 $2.69 Million
Q4 2022

Jan 18, 2023

BUY
$67.16 - $79.06 $121,156 - $142,624
1,804 Added 5.31%
35,785 $0
Q3 2022

Oct 14, 2022

BUY
$66.43 - $77.87 $104,228 - $122,178
1,569 Added 4.84%
33,981 $2.3 Million
Q2 2022

Jul 27, 2022

BUY
$70.31 - $80.24 $65,599 - $74,863
933 Added 2.96%
32,412 $2.32 Million
Q1 2022

Apr 22, 2022

BUY
$75.14 - $81.94 $84,983 - $92,674
1,131 Added 3.73%
31,479 $2.48 Million
Q4 2021

Jan 19, 2022

BUY
$74.93 - $80.86 $363,785 - $392,575
4,855 Added 19.04%
30,348 $2.45 Million
Q3 2021

Oct 13, 2021

BUY
$74.23 - $78.13 $142,521 - $150,009
1,920 Added 8.14%
25,493 $1.89 Million
Q2 2021

Jul 14, 2021

BUY
$73.32 - $77.65 $75,592 - $80,057
1,031 Added 4.57%
23,573 $1.78 Million
Q1 2021

Apr 28, 2021

SELL
$63.23 - $73.67 $159,213 - $185,501
-2,518 Reduced 10.05%
22,542 $1.64 Million
Q4 2020

Jan 22, 2021

BUY
$54.8 - $65.16 $92,447 - $109,924
1,687 Added 7.22%
25,060 $1.61 Million
Q2 2020

Jul 15, 2020

SELL
$43.56 - $56.5 $56,976 - $73,902
-1,308 Reduced 5.3%
23,373 $1.21 Million
Q1 2020

Apr 10, 2020

SELL
$39.5 - $59.28 $55,576 - $83,406
-1,407 Reduced 5.39%
24,681 $1.11 Million
Q4 2019

Jan 14, 2020

BUY
$52.87 - $58.15 $105,158 - $115,660
1,989 Added 8.25%
26,088 $1.51 Million
Q3 2019

Oct 16, 2019

BUY
$54.39 - $55.76 $64,996 - $66,633
1,195 Added 5.22%
24,099 $1.32 Million
Q2 2019

Jul 24, 2019

SELL
N/A
-2,394 Reduced 9.46%
22,904 $1.22 Million
Q1 2019

Apr 19, 2019

SELL
N/A
-10,120 Reduced 28.57%
25,298 $1.32 Million
Q4 2018

Jan 22, 2019

BUY
N/A
15,760 Added 80.17%
35,418 $1.66 Million
Q3 2018

Oct 19, 2018

SELL
N/A
-1,771 Reduced 8.26%
19,658 $1.04 Million
Q2 2018

Aug 06, 2018

SELL
N/A
-129 Reduced 0.6%
21,429 $1.06 Million
Q1 2018

May 01, 2018

BUY
N/A
1,607 Added 8.05%
21,558 $1.06 Million
Q4 2017

Feb 05, 2018

BUY
N/A
19,951
19,951 $1.02 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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