CWS
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Cypress Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cypress Wealth Services’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-28,065
Closed -$519K – 468
2020
Q3 		$519K Buy
+28,065
New +$520K 0.13% 132

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Cypress Wealth Services's SCHM Position: Q3 2021 in Review

Cypress Wealth Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 7,719 shares — an estimated $201K sold.

Cypress Wealth Services first reported a position in SCHM in Q4 2017 and held it in 14 quarters. The position peaked at $1.95M in Q4 2018. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Cypress Wealth Services reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 7,719 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $201K.
  • Cypress Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 14 quarters.
  • Cypress Wealth Services's Schwab US Mid-Cap ETF position peaked at $1.95M in Q4 2018.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.