Cypress Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Buy
2020 Q1	–	Sell
2019 Q4	$200K	Buy
2019 Q3	–	Sell
2019 Q2	$307K	Sell
2019 Q1	$412K	Sell
2018 Q4	$835K	Buy