SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,379 Value ($000) $225 Avg Close Range
Q3 2025
Shares 8,374 Value ($000) $221 Avg Close Range
Q2 2025
Shares 8,369 Value ($000) $205 Avg Close Range
Q3 2024
Shares 3,223 Value ($000) $219 Avg Close Range
Q2 2024
Shares 3,263 Value ($000) $210 Avg Close Range
Q1 2024
Shares 3,263 Value ($000) $202 Avg Close Range
Q1 2022
Shares 6,416 Value ($000) $346 Avg Close Range
Q4 2021
Shares 3,208 Value ($000) $365 Avg Close Range
Q3 2021
Shares 3,207 Value ($000) $334 Avg Close Range
Q2 2021
Shares 3,876 Value ($000) $403 Avg Close Range
Q1 2021
Shares 16,744 Value ($000) $1,608 Avg Close Range
Q4 2020
Shares 20,044 Value ($000) $1,823 Avg Close Range
Q2 2020
Shares 23,607 Value ($000) $1,749 Avg Close Range
Q1 2020
Shares 49,646 Value ($000) $3,041 Avg Close Range
Q4 2019
Shares 52,387 Value ($000) $4,024 Avg Close Range
Q3 2019
Shares 113,777 Value ($000) $8,070 Avg Close Range
Q2 2019
Shares 94,915 Value ($000) $6,662 Avg Close Range
Q1 2019
Shares 59,484 Value ($000) $4,022 Avg Close Range
Q4 2018
Shares 43,517 Value ($000) $2,598 Avg Close Range
Q3 2018
Shares 20,334 Value ($000) $1,414 Avg Close Range
Q2 2018
Shares 20,228 Value ($000) $1,315 Avg Close Range
Q1 2018
Shares 17,656 Value ($000) $1,114 Avg Close Range
Q4 2017
Shares 14,715 Value ($000) $939 Avg Close Range