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Schwab Strategic Tr 0 shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 0 by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $500k 9.6k 52.16
2023-12-31 $457k 8.8k 52.20
2023-09-30 $317k 6.3k 50.49
2020-12-31 $253k 4.1k 62.16
2020-09-30 $251k 4.1k 61.67

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
HPM Partners
Quadratic Capital Management
Goldman Sachs Group
Sei Investments
Jpmorgan Chase & Co
Franklin Resources
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Charles Schwab Investment Management
Alesco Advisors
Jasper Ridge Partners
Perella Weinberg Partners Capital Management

View all funds holding Schwab Strategic Tr 0