Cypress Wealth Services, LLC SCHZ Holdings History
Cypress Wealth Services, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 546,533.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $12.66 Mil. This investment constitutes 2.57% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.15% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then Cypress Wealth Services, LLC has made 16 purchases of SCHZ, at an average price of $37.44, for a total of 648,615.00 shares. In addition, there have been 12 sales at an average price of $54.31 for 102,082.00 shares. Based on historical transaction data and SCHZ's current price of $23.03, Cypress Wealth Services, LLC's estimated gain on his SCHZ holdings is $-6.15 Mil, reflecting a -25.33% gain to date.
Cypress Wealth Services, LLC SCHZ ($23.03) Holding Chart
Cypress Wealth Services, LLC SCHZ ($23.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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