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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cypress Capital Advisors's SCHD Position: Q1 2026 in Review

Cypress Capital Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.25% in Q1 2026, selling an estimated $16.8K and leaving 220,794 shares worth $6.77M. The position accounts for 3.67% of the portfolio, ranked #9.

Cypress Capital Advisors first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.93M in Q3 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Cypress Capital Advisors held 220,794 shares of Schwab US Dividend Equity ETF worth $6.77M as of Q1 2026.
Cypress Capital Advisors sold 554 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $16.8K.
Schwab US Dividend Equity ETF made up 3.67% of Cypress Capital Advisors's portfolio in Q1 2026, its #9 holding.
Cypress Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
Cypress Capital Advisors's Schwab US Dividend Equity ETF position peaked at $7.93M in Q3 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.