Schwab U S Broad Market ETF shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $238k | 3.9k | 61.05 |
| 2023-12-31 | $231k | 4.2k | 55.67 |
| 2023-09-30 | $212k | 4.2k | 49.85 |
| 2023-06-30 | $220k | 4.2k | 52.75 |
| 2023-03-31 | $202k | 4.2k | 47.85 |
| 2022-12-31 | $211k | 4.7k | 44.81 |
| 2022-09-30 | $211k | 4.9k | 42.70 |
| 2022-06-30 | $531k | 12k | 44.19 |
| 2022-03-31 | $787k | 15k | 53.38 |
| 2021-12-31 | $811k | 7.2k | 113.00 |
| 2021-09-30 | $745k | 7.2k | 103.79 |
| 2021-06-30 | $770k | 7.4k | 104.22 |
| 2021-03-31 | $828k | 8.6k | 96.74 |
| 2020-12-31 | $868k | 9.5k | 90.97 |
| 2020-09-30 | $811k | 10k | 79.64 |
| 2020-06-30 | $765k | 10k | 73.50 |
| 2020-03-31 | $1.3M | 21k | 60.41 |
| 2019-12-31 | $1.8M | 23k | 76.86 |
| 2019-09-30 | $2.8M | 39k | 71.02 |
| 2019-06-30 | $3.0M | 43k | 70.54 |
| 2019-03-31 | $2.7M | 39k | 68.05 |
| 2018-12-31 | $1.2M | 21k | 59.91 |
| 2018-09-30 | $1.4M | 20k | 70.41 |
| 2018-06-30 | $1.2M | 18k | 65.98 |
| 2018-03-31 | $1.1M | 17k | 63.77 |
| 2017-12-31 | $956k | 15k | 64.52 |