Cypress Capital Management (Wyoming)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25K | Hold |
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|
2025
Q1 | $1.2K | Hold |
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|
2024
Q4 | $1.17K | Sell |
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|
2024
Q3 | $2.17K | Hold |
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|
2024
Q2 | $2.01K | Sell |
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|
2024
Q1 | $2.66K | Hold |
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|
2023
Q4 | $2.45K | Sell |
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|
2023
Q3 | $3.35K | Sell |
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|
2023
Q2 | $4.29K | Hold |
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|
2023
Q1 | $4.2K | Hold |
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|
2022
Q4 | $4.22K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $6K | Buy |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $97K | Sell |
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|
2018
Q3 | $2.33M | Buy |
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|
2018
Q2 | $2.03M | Buy |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $929K | Buy |
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|
2017
Q3 | $770K | Buy |
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|
2017
Q2 | $535K | Buy |
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|
2017
Q1 | $387K | Sell |
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|
2016
Q4 | $392K | Buy |
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