CWS
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Cypress Wealth Services’s Schwab US TIPS ETF SCHP Stock Holding History

Cypress Wealth Services’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,140
Closed -$251K – 469
2020
Q3 		$251K Buy
+8,140
New +$249K 0.06% 210

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Cypress Wealth Services's SCHP Position: Q4 2024 in Review

Cypress Wealth Services sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 9,220 shares — an estimated $247K sold.

Cypress Wealth Services first reported a position in SCHP in Q4 2020 and held it in 6 quarters. The position peaked at $554K in Q2 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • Cypress Wealth Services reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 9,220 Schwab US TIPS ETF shares in Q4 2024, an estimated $247K.
  • Cypress Wealth Services first reported a position in Schwab US TIPS ETF in Q4 2020 and held it in 6 quarters.
  • Cypress Wealth Services's Schwab US TIPS ETF position peaked at $554K in Q2 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.