Cypress Capital Management (Wyoming)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $98.1K | Sell |
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|
2024
Q2 | $101K | Buy |
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|
2024
Q1 | $371 | Hold |
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|
2023
Q4 | $332 | Hold |
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|
2023
Q3 | $291 | Hold |
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|
2023
Q2 | $300 | Hold |
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|
2023
Q1 | $261 | Hold |
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|
2022
Q4 | $222 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $4K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $2.53M | Buy |
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|
2018
Q2 | $1.94M | Buy |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $600K | Buy |
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|
2017
Q3 | $444K | Sell |
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|
2017
Q2 | $814K | Buy |
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|
2017
Q1 | $710K | Sell |
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|
2016
Q4 | $1.31M | Buy |
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