Cypress Wealth Services, LLC Schwab Strategic Us Tips ETF Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 4,610 shares of SCHP stock, worth $118,938. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,610
Previous 10,648 56.71%
Holding current value
$118,938
Previous $553,000 55.33%
% of portfolio
0.05%
Previous 0.13%

Shares

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

Oct 08, 2024
SELL
$51.58 - $53.79 $311,440 - $324,784
-6,038 Reduced 56.71%
4,610 $247,000
Q2 2024

Jul 12, 2024
BUY
$51.1 - $52.24 $54,625 - $55,844
1,069 Added 11.16%
10,648 $553,000
Q1 2024

Apr 15, 2024
BUY
$51.32 - $52.45 $42,236 - $43,166
823 Added 9.4%
9,579 $499,000
Q4 2023

Jan 10, 2024
BUY
$49.69 - $52.46 $122,933 - $129,786
2,474 Added 39.38%
8,756 $457,000
Q3 2023

Oct 13, 2023
BUY
$50.37 - $52.48 $316,424 - $329,679
6,282 New
6,282 $317,000
Q1 2021

Apr 28, 2021
SELL
$60.52 - $62.31 $246,316 - $253,601
-4,070 Closed
0 $0
Q4 2020

Jan 22, 2021
BUY
$60.73 - $62.08 $247,171 - $252,665
4,070 New
4,070 $253,000

Others Institutions Holding SCHP

# of Institutions
685
Shares Held
155M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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