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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-75,195	Closed	-$1.06M	–	141
2022 Q3	$1.06M	Buy	75,195 +339	+0.5%	+$5.32K	0.2%	87
2022 Q2	$1.11M	Hold	74,856	–	–	0.17%	93
2022 Q1	$1.34M	Hold	74,856	–	–	0.17%	92
2021 Q4	$1.42M	Hold	74,856	–	–	0.16%	94
2021 Q3	$1.3M	Hold	74,856	–	–	0.17%	85
2021 Q2	$1.3M	Hold	74,856	–	–	0.17%	86
2021 Q1	$1.2M	Hold	74,856	–	–	0.16%	90
2020 Q4	$1.14M	Hold	74,856	–	–	0.15%	92
2020 Q3	$1.01M	Buy	74,856 +528	+0.7%	+$7.01K	0.15%	90
2020 Q2	$918K	Hold	74,328	–	–	0.15%	90
2020 Q1	$759K	Buy	74,328 +606	+0.8%	+$7.36K	0.15%	88
2019 Q4	$944K	Buy	73,722 +60	+0.1%	+$735	0.14%	92
2019 Q3	$871K	Buy	+73,662	New	+$868K	0.14%	89

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 75,195 shares — an estimated $1.06M sold.

Cypress Capital Management (Delaware) first reported a position in SCHX in Q3 2019 and held it in 13 quarters. The position peaked at $1.42M in Q4 2021. 1,036 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 75,195 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $1.06M.
Cypress Capital Management (Delaware) first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 13 quarters.
Cypress Capital Management (Delaware)'s Schwab US Large- Cap ETF position peaked at $1.42M in Q4 2021.
1,036 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

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