CCMW
Cypress Capital Management (Wyoming)’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Buy |
+578
| New | +$14.1K | 0.02% | 116 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$3K | – | 295 |
|
|
2021
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 213 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 192 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 183 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 169 |
|
|
2019
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 176 |
|
|
2019
Q1 | – | Sell |
-1,621
| Closed | -$97K | – | 335 |
|
|
2018
Q4 | $97K | Sell |
1,621
-66,997
| -98% | -$4.01M | 0.19% | 83 |
|
|
2018
Q3 | $4.77M | Buy |
68,618
+6,368
| +10% | +$443K | 4.8% | 2 |
|
|
2018
Q2 | $4.05M | Sell |
62,250
-2,670
| -4% | -$174K | 4.24% | 2 |
|
|
2018
Q1 | $4.1M | Buy |
64,920
+63,625
| +4,913% | +$4.01M | 4.7% | 3 |
|
|
2017
Q4 | $83K | Buy |
+1,295
| New | +$83K | 0.09% | 132 |
|
|
2017
Q3 | – | Sell |
-4,835
| Closed | -$279K | – | 287 |
|
|
2017
Q2 | $279K | Sell |
4,835
-470
| -9% | -$27.2K | 0.32% | 57 |
|
|
2017
Q1 | $299K | Sell |
5,305
-7,095
| -57% | -$399K | 0.37% | 51 |
|
|
2016
Q4 | $666K | Buy |
+12,400
| New | +$666K | 0.7% | 28 |
|