CWS
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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
2020
Q4 		– Sell
-39,964
Closed -$683K – 463
2020
Q3 		$683K Buy
+39,964
New +$688K 0.18% 103

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
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.