Schwab Strategic Tr us aggregate b shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 260k | 47.52 |
| 2024-06-30 | $11M | 230k | 45.58 |
| 2024-03-31 | $9.4M | 203k | 46.00 |
| 2023-12-31 | $8.2M | 176k | 46.62 |
| 2023-09-30 | $5.1M | 115k | 44.23 |
| 2023-06-30 | $4.9M | 107k | 46.15 |
| 2023-03-31 | $3.6M | 77k | 46.91 |
| 2022-12-31 | $2.4M | 52k | 45.65 |
| 2022-09-30 | $2.2M | 48k | 45.04 |
| 2022-06-30 | $2.0M | 42k | 47.87 |
| 2022-03-31 | $2.5M | 49k | 50.58 |
| 2021-12-31 | $3.0M | 55k | 53.90 |
| 2021-09-30 | $3.1M | 58k | 54.26 |
| 2021-06-30 | $3.2M | 58k | 54.60 |
| 2021-03-31 | $3.1M | 58k | 53.94 |
| 2020-12-31 | $3.5M | 63k | 56.02 |
| 2020-09-30 | $3.5M | 63k | 56.08 |
| 2020-06-30 | $3.5M | 62k | 56.24 |
| 2020-03-31 | $3.4M | 62k | 54.27 |
| 2019-12-31 | $3.3M | 61k | 53.43 |
| 2019-09-30 | $2.5M | 47k | 53.85 |
| 2019-06-30 | $2.0M | 38k | 53.00 |
| 2019-03-31 | $2.0M | 38k | 51.88 |
| 2018-12-31 | $2.0M | 40k | 50.60 |
| 2018-09-30 | $2.3M | 45k | 50.26 |
| 2018-06-30 | $2.9M | 57k | 50.63 |
| 2018-03-31 | $3.0M | 59k | 51.03 |
| 2017-12-31 | $3.0M | 57k | 52.03 |
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