Cypress Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.15M	Buy	181,869 +3,695	+2%	+$122K	2.53%	13
2026 Q1	$5.19M	Sell	178,174 -642	-0.4%	-$20K	2.81%	14
2025 Q4	$5.83M	Sell	178,816 -31,234	-15%	-$1.02M	3.13%	13
2025 Q3	$6.7M	Buy	210,050 +43,465	+26%	+$1.32M	3.82%	8
2025 Q2	$4.87M	Buy	166,585 +48,052	+41%	+$1.27M	3.04%	11
2025 Q1	$2.97M	Buy	118,533 +109,015	+1,145%	+$2.99M	2.06%	14
2024 Q4	$265K	Buy	+9,518	New	+$260K	0.21%	52

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Cypress Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, buying an estimated $122K and bringing the position to 181,869 shares worth $6.15M. The position accounts for 2.53% of the portfolio, ranked #13.

Cypress Capital Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.7M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cypress Capital Advisors held 181,869 shares of Schwab US Large-Cap Growth ETF worth $6.15M as of Q2 2026.
Cypress Capital Advisors bought 3,695 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $122K.
Schwab US Large-Cap Growth ETF made up 2.53% of Cypress Capital Advisors's portfolio in Q2 2026, its #13 holding.
Cypress Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $6.7M in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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