Cypress Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cypress Wealth Services’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,060	Closed	-$309K	–	253
2022 Q1	$309K	Sell	13,060 -504	-4%	-$11.9K	0.08%	179
2021 Q4	$347K	Sell	13,564 -644	-5%	-$16.7K	0.1%	158
2021 Q3	$356K	Sell	14,208 -2,324	-14%	-$59K	0.11%	149
2021 Q2	$431K	Sell	16,532 -32,028	-66%	-$819K	0.12%	154
2021 Q1	$1.21M	Buy	48,560 +8,592	+21%	+$211K	0.25%	82
2020 Q4	$889K	Buy	+39,968	New	+$796K	0.2%	89
2020 Q3	–	Sell	-41,000	Closed	-$706K	–	452
2020 Q2	$670K	Sell	41,000 -5,676	-12%	-$85K	0.16%	118
2020 Q1	$601K	Sell	46,676 -21,644	-32%	-$368K	0.18%	115
2019 Q4	$1.29M	Sell	68,320 -8,344	-11%	-$151K	0.33%	86
2019 Q3	$1.34M	Sell	76,664 -9,676	-11%	-$171K	0.37%	84
2019 Q2	$1.54M	Sell	86,340 -14,328	-14%	-$253K	0.45%	69
2019 Q1	$1.76M	Buy	100,668 +944	+0.9%	+$16.2K	0.56%	57
2018 Q4	$1.51M	Buy	99,724 +31,140	+45%	+$526K	0.6%	55
2018 Q3	$1.31M	Buy	68,584 +2,880	+4%	+$54.9K	0.47%	65
2018 Q2	$1.21M	Buy	65,704 +6,744	+11%	+$122K	0.46%	63
2018 Q1	$1.02M	Buy	58,960 +9,876	+20%	+$174K	0.43%	70
2017 Q4	$856K	Buy	+49,084	New	+$840K	0.36%	77

Other funds holding SCHA

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cypress Wealth Services's SCHA Position: Q2 2022 in Review

Cypress Wealth Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 13,060 shares — an estimated $309K sold.

Cypress Wealth Services first reported a position in SCHA in Q4 2017 and held it in 17 quarters. The position peaked at $1.76M in Q1 2019. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Cypress Wealth Services reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Cypress Wealth Services sold 13,060 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $309K.
Cypress Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 17 quarters.
Cypress Wealth Services's Schwab U.S Small- Cap ETF position peaked at $1.76M in Q1 2019.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.