Cypress Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cypress Capital Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.12M	Buy	224,534 +3,740	+2%	+$119K	2.93%	10
2026 Q1	$6.77M	Sell	220,794 -554	-0.3%	-$16.8K	3.67%	9
2025 Q4	$6.07M	Sell	221,348 -69,160	-24%	-$1.88M	3.26%	11
2025 Q3	$7.93M	Buy	290,508 +41,680	+17%	+$1.14M	4.52%	6
2025 Q2	$6.59M	Buy	248,828 +45,591	+22%	+$1.19M	4.13%	8
2025 Q1	$5.68M	Buy	203,237 +43,849	+28%	+$1.22M	3.95%	7
2024 Q4	$4.35M	Buy	+159,388	New	+$4.53M	3.41%	10

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cypress Capital Advisors's SCHD Position: Q2 2026 in Review

Cypress Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.7% in Q2 2026, buying an estimated $119K and bringing the position to 224,534 shares worth $7.12M. The position accounts for 2.93% of the portfolio, ranked #10.

Cypress Capital Advisors first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.93M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cypress Capital Advisors held 224,534 shares of Schwab US Dividend Equity ETF worth $7.12M as of Q2 2026.
Cypress Capital Advisors bought 3,740 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $119K.
Schwab US Dividend Equity ETF made up 2.93% of Cypress Capital Advisors's portfolio in Q2 2026, its #10 holding.
Cypress Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's Schwab US Dividend Equity ETF position peaked at $7.93M in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.