CCG
SCHW

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
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

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JP Morgan Chase
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM