CWS
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Cypress Wealth Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cypress Wealth Services’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8,564
Closed -$230K – 267
2019
Q1 		$230K Buy
+8,564
New +$227K 0.07% 218

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UWM
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AIP
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BWM
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Cypress Wealth Services's SCHR Position: Q2 2019 in Review

Cypress Wealth Services sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2019, closing a stake of 8,564 shares — an estimated $230K sold.

Cypress Wealth Services first reported a position in SCHR in Q1 2019 and held it in 1 quarter. The position peaked at $230K in Q1 2019. 202 funds tracked by Wall St. Rank hold SCHR as of Q2 2019.

  • Cypress Wealth Services reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 8,564 Schwab Intermediately-Term US Treasury ETF shares in Q2 2019, an estimated $230K.
  • Cypress Wealth Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and held it in 1 quarter.
  • Cypress Wealth Services's Schwab Intermediately-Term US Treasury ETF position peaked at $230K in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.