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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.59M	Buy	248,828 +45,591	+22%	+$1.21M	4.13%	8
2025 Q1	$5.68M	Buy	203,237 +43,849	+28%	+$1.23M	3.95%	7
2024 Q4	$4.35M	Buy	+159,388	New	+$4.35M	3.41%	10