CCMW
Cypress Capital Management (Wyoming)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Buy |
+141
| New | +$3.96K | ﹤0.01% | 137 |
|
|
2019
Q1 | – | Sell |
-1,012
| Closed | -$49K | – | 333 |
|
|
2018
Q4 | $49K | Sell |
1,012
-48,728
| -98% | -$2.36M | 0.09% | 124 |
|
|
2018
Q3 | $2.88M | Buy |
49,740
+3,415
| +7% | +$198K | 2.89% | 4 |
|
|
2018
Q2 | $2.54M | Sell |
46,325
-4,030
| -8% | -$221K | 2.67% | 5 |
|
|
2018
Q1 | $2.66M | Buy |
50,355
+40,065
| +389% | +$2.12M | 3.05% | 5 |
|
|
2017
Q4 | $548K | Buy |
10,290
+2,322
| +29% | +$124K | 0.62% | 41 |
|
|
2017
Q3 | $399K | Buy |
7,968
+2,225
| +39% | +$111K | 0.47% | 51 |
|
|
2017
Q2 | $277K | Buy |
5,743
+458
| +9% | +$22.1K | 0.32% | 59 |
|
|
2017
Q1 | $250K | Sell |
5,285
-6,275
| -54% | -$297K | 0.31% | 57 |
|
|
2016
Q4 | $526K | Buy |
+11,560
| New | +$526K | 0.55% | 32 |
|