Cypress Capital Group’s Charles Schwab SCHW Stock Holding History

Cypress Capital Group’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	$279K	Buy	3,029 +84	+3%	+$7.66K	0.03%	261
2026 Q1	$277K	Buy	2,945 +118	+4%	+$11.6K	0.03%	216
2025 Q4	$282K	Sell	2,827 -1	-0%	-$95	0.03%	204
2025 Q3	$270K	Hold	2,828	–	–	0.03%	202
2025 Q2	$258K	Buy	+2,828	New	+$237K	0.03%	202
2024 Q4	–	Sell	-3,433	Closed	-$222K	–	298
2024 Q3	$222K	Buy	3,433 +74	+2%	+$4.86K	0.03%	291
2024 Q2	$248K	Hold	3,359	–	–	0.03%	264
2024 Q1	$243K	Sell	3,359 -725	-18%	-$47.7K	0.03%	272
2023 Q4	$281K	Sell	4,084 -163	-4%	-$9.41K	0.04%	254
2023 Q3	$233K	Buy	4,247 +163	+4%	+$9.85K	0.03%	274
2023 Q2	$231K	Buy	+4,084	New	+$214K	0.03%	277
2022 Q2	–	Sell	-3,068	Closed	-$259K	–	303
2022 Q1	$259K	Buy	+3,068	New	+$270K	0.03%	280
2021 Q4	–	Sell	-3,068	Closed	-$223K	–	339
2021 Q3	$223K	Hold	3,068	–	–	0.03%	260
2021 Q2	$223K	Buy	+3,068	New	+$217K	0.03%	263

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cypress Capital Group increased its Charles Schwab (SCHW) stake by 2.9% in Q2 2026, buying an estimated $7.66K and bringing the position to 3,029 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #261.

Cypress Capital Group first reported a position in SCHW in Q2 2021 and has held it in 14 quarters since. The position peaked at $282K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Cypress Capital Group held 3,029 shares of Charles Schwab worth $279K as of Q2 2026.
Cypress Capital Group bought 84 Charles Schwab shares in Q2 2026, an estimated $7.66K.
Charles Schwab made up 0.03% of Cypress Capital Group's portfolio in Q2 2026, its #261 holding.
Cypress Capital Group first reported a position in Charles Schwab in Q2 2021 and has held it in 14 quarters since.
Cypress Capital Group's Charles Schwab position peaked at $282K in Q4 2025.
2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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