Cypress Wealth Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 492,968 shares of SCHZ stock, worth $11.5 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
492,968
Previous 518,250 4.88%
Holding current value
$11.5 Million
Previous $12 Million 3.94%
% of portfolio
2.08%
Previous 2.33%

Shares

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

Oct 15, 2025
SELL
$22.9 - $23.58 $578,957 - $596,149
-25,282 Reduced 4.88%
492,968 $11.6 Million
Q2 2025

Jul 28, 2025
SELL
$22.68 - $23.28 $641,458 - $658,428
-28,283 Reduced 5.17%
518,250 $12 Million
Q1 2025

Apr 10, 2025
BUY
$22.46 - $23.26 $74,791 - $77,455
3,330 Added 0.61%
546,533 $12.6 Million
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $6.42 Million - $13.5 Million
283,513 Added 109.17%
543,203 $12.3 Million
Q3 2024

Oct 08, 2024
BUY
$45.2 - $47.87 $1.33 Million - $1.41 Million
29,506 Added 12.82%
259,690 $12.3 Million
Q2 2024

Jul 12, 2024
BUY
$44.66 - $45.99 $1.2 Million - $1.23 Million
26,807 Added 13.18%
230,184 $10.5 Million
Q1 2024

Apr 15, 2024
BUY
$45.44 - $46.67 $1.25 Million - $1.28 Million
27,495 Added 15.63%
203,377 $9.36 Million
Q4 2023

Jan 10, 2024
BUY
$43.09 - $46.83 $2.63 Million - $2.85 Million
60,950 Added 53.03%
175,882 $8.2 Million
Q3 2023

Oct 13, 2023
BUY
$44.14 - $46.33 $355,856 - $373,512
8,062 Added 7.54%
114,932 $5.08 Million
Q2 2023

Jul 21, 2023
BUY
$45.86 - $47.33 $1.36 Million - $1.4 Million
29,557 Added 38.23%
106,870 $4.93 Million
Q1 2023

Apr 07, 2023
BUY
$45.33 - $47.44 $1.16 Million - $1.22 Million
25,655 Added 49.66%
77,313 $3.63 Million
Q4 2022

Jan 18, 2023
BUY
$44.04 - $47.03 $170,787 - $182,382
3,878 Added 8.12%
51,658 $0
Q3 2022

Oct 14, 2022
BUY
$44.98 - $49.09 $252,832 - $275,934
5,621 Added 13.33%
47,780 $2.15 Million
Q2 2022

Jul 27, 2022
SELL
$46.62 - $50.36 $305,827 - $330,361
-6,560 Reduced 13.46%
42,159 $2.02 Million
Q1 2022

Apr 22, 2022
SELL
$50.05 - $53.52 $328,728 - $351,519
-6,568 Reduced 11.88%
48,719 $2.46 Million
Q4 2021

Jan 19, 2022
SELL
$53.63 - $54.52 $121,740 - $123,760
-2,270 Reduced 3.94%
55,287 $2.98 Million
Q3 2021

Oct 13, 2021
SELL
$54.26 - $55.17 $23,223 - $23,612
-428 Reduced 0.74%
57,557 $3.12 Million
Q2 2021

Jul 14, 2021
SELL
$53.9 - $54.6 $10,133 - $10,264
-188 Reduced 0.32%
57,985 $3.17 Million
Q1 2021

Apr 28, 2021
SELL
$53.75 - $55.97 $257,032 - $267,648
-4,782 Reduced 7.6%
58,173 $3.14 Million
Q4 2020

Jan 22, 2021
BUY
$55.56 - $56.23 $49,948 - $50,550
899 Added 1.45%
62,955 $3.53 Million
Q2 2020

Jul 15, 2020
SELL
$54.35 - $56.24 $17,392 - $17,996
-320 Reduced 0.51%
62,056 $3.49 Million
Q1 2020

Apr 10, 2020
BUY
$50.33 - $56.09 $64,925 - $72,356
1,290 Added 2.11%
62,376 $3.39 Million
Q4 2019

Jan 14, 2020
BUY
$53.21 - $54.14 $735,681 - $748,539
13,826 Added 29.26%
61,086 $3.26 Million
Q3 2019

Oct 16, 2019
BUY
$53.15 - $53.86 $470,962 - $477,253
8,861 Added 23.08%
47,260 $2.55 Million
Q2 2019

Jul 24, 2019
BUY
N/A
331 Added 0.87%
38,399 $2.04 Million
Q1 2019

Apr 19, 2019
SELL
N/A
-1,733 Reduced 4.35%
38,068 $1.98 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-5,008 Reduced 11.18%
39,801 $2.01 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-12,169 Reduced 21.36%
44,809 $2.25 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-1,558 Reduced 2.66%
56,978 $2.89 Million
Q1 2018

May 01, 2018
BUY
N/A
1,227 Added 2.14%
58,536 $2.99 Million
Q4 2017

Feb 05, 2018
BUY
N/A
57,309
57,309 $2.98 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email