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Cypress Capital Management (Wyoming)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-300
Closed -$8K – 207
2020
Q1 		$8K Sell
300
-22,332
-99% -$603K 0.01% 146
2019
Q4 		$605K Buy
+22,632
New +$607K 0.57% 42

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HCM
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UCFA
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Cypress Capital Management (Wyoming)'s SCHZ Position: Q2 2020 in Review

Cypress Capital Management (Wyoming) sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2020, closing a stake of 300 shares — an estimated $8K sold.

Cypress Capital Management (Wyoming) first reported a position in SCHZ in Q4 2019 and held it in 2 quarters. The position peaked at $605K in Q4 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Cypress Capital Management (Wyoming) reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cypress Capital Management (Wyoming) sold 300 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $8K.
  • Cypress Capital Management (Wyoming) first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Cypress Capital Management (Wyoming)'s Schwab US Aggregate Bond ETF position peaked at $605K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

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