Cypress Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024

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 115,184 shares of SCHD stock, worth $3.2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
115,184
Previous 36,529 215.32%
Holding current value
$3.2 Million
Previous $3.09 Million 1.91%
% of portfolio
0.66%
Previous 0.66%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $2.12 Million - $6.68 Million
78,655 Added 215.32%
115,184 $3.15 Million
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

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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