Cypress Capital Management (Wyoming)’s Schwab US REIT ETF SCHH Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-200	Closed	-$3K	–	206
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	165
2019 Q4	$5K	Sell	200 -200	-50%	-$4.66K	﹤0.01%	160
2019 Q3	$9K	Hold	400	–	–	0.01%	148
2019 Q2	$9K	Hold	400	–	–	0.01%	195
2019 Q1	$9K	Hold	400	–	–	0.01%	192
2018 Q4	$8K	Sell	400 -200	-33%	-$4.08K	0.02%	229
2018 Q3	$13K	Hold	600	–	–	0.01%	247
2018 Q2	$13K	Hold	600	–	–	0.01%	249
2018 Q1	$11K	Hold	600	–	–	0.01%	242
2017 Q4	$12K	Buy	+600	New	+$12.5K	0.01%	245

Other funds holding SCHH

CSIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SCHH Position: Q2 2020 in Review

Cypress Capital Management (Wyoming) sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

Cypress Capital Management (Wyoming) first reported a position in SCHH in Q4 2017 and held it in 10 quarters. The position peaked at $13K in Q3 2018. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Cypress Capital Management (Wyoming) reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 200 Schwab US REIT ETF shares in Q2 2020, an estimated $3K.
Cypress Capital Management (Wyoming) first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 10 quarters.
Cypress Capital Management (Wyoming)'s Schwab US REIT ETF position peaked at $13K in Q3 2018.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q2 2020, filed 11 Aug 2020.