CCMW
SCHA icon

Cypress Capital Management (Wyoming)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12
Closed – – 270
2021
Q4 		$0 Hold
12
– – ﹤0.01% 301
2021
Q3 		$0 Sell
12
-97,324
-100% -$2.47M ﹤0.01% 300
2021
Q2 		$2.54M Sell
97,336
-256
-0.3% -$6.54K 1.96% 14
2021
Q1 		$2.43M Sell
97,592
-1,896
-2% -$46.6K 2.14% 6
2020
Q4 		$2.21M Buy
99,488
+99,388
+99,388% +$1.98M 1.92% 17
2020
Q3 		$2K Hold
100
– – ﹤0.01% 196
2020
Q2 		$2K Hold
100
– – ﹤0.01% 189
2020
Q1 		$1K Sell
100
-56
-36% -$952 ﹤0.01% 172
2019
Q4 		$3K Sell
156
-105,236
-100% -$1.9M ﹤0.01% 173
2019
Q3 		$1.84M Sell
105,392
-1,828
-2% -$32.3K 2.16% 16
2019
Q2 		$1.92M Buy
+107,220
New +$1.9M 2.29% 10
2019
Q1 		– Sell
-3,068
Closed -$47K – 327
2018
Q4 		$47K Sell
3,068
-121,416
-98% -$2.05M 0.09% 129
2018
Q3 		$2.37M Buy
124,484
+13,564
+12% +$259K 2.38% 9
2018
Q2 		$2.04M Sell
110,920
-11,780
-10% -$213K 2.14% 8
2018
Q1 		$2.12M Buy
122,700
+113,916
+1,297% +$2.01M 2.43% 10
2017
Q4 		$153K Buy
8,784
+6,144
+233% +$105K 0.17% 94
2017
Q3 		$44K Buy
2,640
+2,600
+6,500% +$41.8K 0.05% 136
2017
Q2 		$639 Buy
+40
New +$632 ﹤0.01% 258
2017
Q1 		– Sell
-780
Closed -$12.1K – 285
2016
Q4 		$12.1K Buy
+780
New +$11.5K 0.01% 203

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SCHA Position: Q1 2022 in Review

Cypress Capital Management (Wyoming) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 12 shares.

Cypress Capital Management (Wyoming) first reported a position in SCHA in Q4 2016 and held it in 19 quarters. The position peaked at $2.54M in Q2 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

  • Cypress Capital Management (Wyoming) reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cypress Capital Management (Wyoming) sold 12 Schwab U.S Small- Cap ETF shares in Q1 2022.
  • Cypress Capital Management (Wyoming) first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 19 quarters.
  • Cypress Capital Management (Wyoming)'s Schwab U.S Small- Cap ETF position peaked at $2.54M in Q2 2021.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2022, filed 9 May 2022.