SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 90,509 Value ($000) $2,483 Avg Close Range
Q3 2025
Shares 99,691 Value ($000) $2,722 Avg Close Range
Q2 2025
Shares 104,202 Value ($000) $2,761 Avg Close Range
Q1 2025
Shares 113,783 Value ($000) $3,181 Avg Close Range
Q4 2024
Shares 115,184 Value ($000) $3,147 Avg Close Range
Q3 2024
Shares 36,529 Value ($000) $3,088 Avg Close Range
Q2 2024
Shares 36,011 Value ($000) $2,800 Avg Close Range
Q1 2024
Shares 35,654 Value ($000) $2,875 Avg Close Range
Q4 2023
Shares 35,881 Value ($000) $2,732 Avg Close Range
Q3 2023
Shares 37,155 Value ($000) $2,629 Avg Close Range
Q2 2023
Shares 37,424 Value ($000) $2,739 Avg Close Range
Q1 2023
Shares 36,815 Value ($000) $2,693 Avg Close Range
Q4 2022
Shares 35,785 Value ($000) $2,703 Avg Close Range
Q3 2022
Shares 33,981 Value ($000) $2,297 Avg Close Range
Q2 2022
Shares 32,412 Value ($000) $2,322 Avg Close Range
Q1 2022
Shares 31,479 Value ($000) $2,483 Avg Close Range
Q4 2021
Shares 30,348 Value ($000) $2,453 Avg Close Range
Q3 2021
Shares 25,493 Value ($000) $1,893 Avg Close Range
Q2 2021
Shares 23,573 Value ($000) $1,783 Avg Close Range
Q1 2021
Shares 22,542 Value ($000) $1,644 Avg Close Range
Q4 2020
Shares 25,060 Value ($000) $1,607 Avg Close Range
Q2 2020
Shares 23,373 Value ($000) $1,210 Avg Close Range
Q1 2020
Shares 24,681 Value ($000) $1,110 Avg Close Range
Q4 2019
Shares 26,088 Value ($000) $1,511 Avg Close Range
Q3 2019
Shares 24,099 Value ($000) $1,320 Avg Close Range
Q2 2019
Shares 22,904 Value ($000) $1,216 Avg Close Range
Q1 2019
Shares 25,298 Value ($000) $1,323 Avg Close Range
Q4 2018
Shares 35,418 Value ($000) $1,664 Avg Close Range
Q3 2018
Shares 19,658 Value ($000) $1,042 Avg Close Range
Q2 2018
Shares 21,429 Value ($000) $1,056 Avg Close Range
Q1 2018
Shares 21,558 Value ($000) $1,057 Avg Close Range
Q4 2017
Shares 19,951 Value ($000) $1,021 Avg Close Range