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

Cypress Capital Group’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	$523K	Buy	16,500 +1,500	+10%	+$47.6K	0.05%	197
2026 Q1	$460K	Hold	15,000	–	–	0.05%	180
2025 Q4	$411K	Buy	+15,000	New	+$408K	0.05%	178
2020 Q3	–	Sell	-21,735	Closed	-$375K	–	266
2020 Q2	$375K	Buy	21,735 +2,145	+11%	+$36.2K	0.07%	195
2020 Q1	$294K	Buy	+19,590	New	+$352K	0.07%	167

Other funds holding SCHD

SLI

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

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

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

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

WANY

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cypress Capital Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, buying an estimated $47.6K and bringing the position to 16,500 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #197.

Cypress Capital Group first reported a position in SCHD in Q1 2020 and has held it in 5 quarters since. 1,793 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cypress Capital Group held 16,500 shares of Schwab US Dividend Equity ETF worth $523K as of Q2 2026.
Cypress Capital Group bought 1,500 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $47.6K.
Schwab US Dividend Equity ETF made up 0.05% of Cypress Capital Group's portfolio in Q2 2026, its #197 holding.
Cypress Capital Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 5 quarters since.
1,793 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.