Cypress Capital Management (Delaware)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cypress Capital Management (Delaware)’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-34,383	Closed	-$671K	–	140
2022 Q3	$671K	Sell	34,383 -13,725	-29%	-$295K	0.12%	117
2022 Q2	$1M	Sell	48,108 -1,050	-2%	-$23.6K	0.15%	99
2022 Q1	$1.17M	Hold	49,158	–	–	0.15%	102
2021 Q4	$1.2M	Buy	49,158 +2,175	+5%	+$51.5K	0.14%	110
2021 Q3	$1.07M	Hold	46,983	–	–	0.14%	103
2021 Q2	$1.07M	Hold	46,983	–	–	0.14%	104
2021 Q1	$1.02M	Sell	46,983 -18,000	-28%	-$375K	0.14%	102
2020 Q4	$1.29M	Sell	64,983 -150	-0.2%	-$2.8K	0.18%	86
2020 Q3	$1.13M	Buy	65,133 +40,725	+167%	+$712K	0.17%	88
2020 Q2	$408K	Sell	24,408 -100,500	-80%	-$1.64M	0.07%	128
2020 Q1	$1.84M	Buy	124,908 +36,408	+41%	+$667K	0.36%	57
2019 Q4	$1.77M	Buy	88,500 +15,600	+21%	+$302K	0.27%	65
2019 Q3	$1.38M	Buy	72,900 +28,800	+65%	+$539K	0.23%	67
2019 Q2	$825K	Buy	+44,100	New	+$815K	0.14%	91

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cypress Capital Management (Delaware)'s SCHV Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2022, closing a stake of 34,383 shares — an estimated $671K sold.

Cypress Capital Management (Delaware) first reported a position in SCHV in Q2 2019 and held it in 14 quarters. The position peaked at $1.84M in Q1 2020. 698 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 34,383 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $671K.
Cypress Capital Management (Delaware) first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 14 quarters.
Cypress Capital Management (Delaware)'s Schwab US Large-Cap Value ETF position peaked at $1.84M in Q1 2020.
698 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.