CWS
SCHV

Cypress Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cypress Wealth Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,595
Closed -$205K – 255
2022
Q1 		$205K Buy
+8,595
New +$203K 0.06% 229
2021
Q2 		– Sell
-9,291
Closed -$202K – 304
2021
Q1 		$202K Buy
+9,291
New +$194K 0.04% 283

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Cypress Wealth Services's SCHV Position: Q2 2022 in Review

Cypress Wealth Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 8,595 shares — an estimated $205K sold.

Cypress Wealth Services first reported a position in SCHV in Q1 2021 and held it in 2 quarters. The position peaked at $205K in Q1 2022. 647 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

  • Cypress Wealth Services reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 8,595 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $205K.
  • Cypress Wealth Services first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 2 quarters.
  • Cypress Wealth Services's Schwab US Large-Cap Value ETF position peaked at $205K in Q1 2022.
  • 647 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.