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Schwab Strategic Tr us lrg cap etf shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 3.3k 62.06
2022-03-31 $346k 6.4k 53.93
2021-12-31 $365k 3.2k 113.78
2021-09-30 $334k 3.2k 104.15
2021-06-30 $403k 3.9k 103.97
2021-03-31 $1.6M 17k 96.03
2020-12-31 $1.8M 20k 90.95
2020-09-30 $1.6M 20k 80.63
2020-06-30 $1.7M 24k 74.09
2020-03-31 $3.0M 50k 61.25
2019-12-31 $4.0M 52k 76.81
2019-09-30 $8.1M 114k 70.93
2019-06-30 $6.7M 95k 70.19
2019-03-31 $4.0M 60k 67.61
2018-12-31 $2.6M 44k 59.70
2018-09-30 $1.4M 20k 69.54
2018-06-30 $1.3M 20k 65.01
2018-03-31 $1.1M 18k 63.09
2017-12-31 $939k 15k 63.81