CCA
SCHW

Cypress Capital Advisors’s Charles Schwab SCHW Stock Holding History

Cypress Capital Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Sell
8,741
-268
-3% -$24.4K 0.33% 44
2026
Q1 		$847K Sell
9,009
-116
-1% -$11.4K 0.46% 42
2025
Q4 		$912K Buy
9,125
+3,246
+55% +$308K 0.49% 39
2025
Q3 		$561K Buy
+5,879
New +$558K 0.32% 52

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cypress Capital Advisors reduced its Charles Schwab (SCHW) stake by 3% in Q2 2026, selling an estimated $24.4K and leaving 8,741 shares worth $807K. The position accounts for 0.33% of the portfolio, ranked #44.

Cypress Capital Advisors first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $912K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cypress Capital Advisors held 8,741 shares of Charles Schwab worth $807K as of Q2 2026.
  • Cypress Capital Advisors sold 268 Charles Schwab shares in Q2 2026, an estimated $24.4K.
  • Charles Schwab made up 0.33% of Cypress Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Cypress Capital Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Cypress Capital Advisors's Charles Schwab position peaked at $912K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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