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Cypress Capital Management (Wyoming)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1K Buy
+667
New +$22K 0.02% 125
2022
Q1 		– Sell
-12
Closed – – 270
2021
Q4 		$0 Hold
12
– – ﹤0.01% 301
2021
Q3 		$0 Sell
12
-97,324
-100% -$2.47M ﹤0.01% 300
2021
Q2 		$2.54M Sell
97,336
-256
-0.3% -$6.54K 1.96% 14
2021
Q1 		$2.43M Sell
97,592
-1,896
-2% -$46.6K 2.14% 6
2020
Q4 		$2.21M Buy
99,488
+99,388
+99,388% +$1.98M 1.92% 17
2020
Q3 		$2K Hold
100
– – ﹤0.01% 196
2020
Q2 		$2K Hold
100
– – ﹤0.01% 189
2020
Q1 		$1K Sell
100
-56
-36% -$952 ﹤0.01% 172
2019
Q4 		$3K Sell
156
-105,236
-100% -$1.9M ﹤0.01% 173
2019
Q3 		$1.84M Sell
105,392
-1,828
-2% -$32.3K 2.16% 16
2019
Q2 		$1.92M Buy
+107,220
New +$1.9M 2.29% 10
2019
Q1 		– Sell
-3,068
Closed -$47K – 327
2018
Q4 		$47K Sell
3,068
-121,416
-98% -$2.05M 0.09% 129
2018
Q3 		$2.37M Buy
124,484
+13,564
+12% +$259K 2.38% 9
2018
Q2 		$2.04M Sell
110,920
-11,780
-10% -$213K 2.14% 8
2018
Q1 		$2.12M Buy
122,700
+113,916
+1,297% +$2.01M 2.43% 10
2017
Q4 		$153K Buy
8,784
+6,144
+233% +$105K 0.17% 94
2017
Q3 		$44K Buy
2,640
+2,600
+6,500% +$41.8K 0.05% 136
2017
Q2 		$639 Buy
+40
New +$632 ﹤0.01% 258
2017
Q1 		– Sell
-780
Closed -$12.1K – 285
2016
Q4 		$12.1K Buy
+780
New +$11.5K 0.01% 203

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SCHA Position: Q2 2026 in Review

Cypress Capital Management (Wyoming) opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 667 shares worth $24.1K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: Cypress Capital Management (Wyoming) previously reported a position in SCHA as recently as Q4 2021.

Cypress Capital Management (Wyoming) first reported a position in SCHA in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.54M in Q2 2021. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cypress Capital Management (Wyoming) held 667 shares of Schwab U.S Small- Cap ETF worth $24.1K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Cypress Capital Management (Wyoming) position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #125 holding.
  • Cypress Capital Management (Wyoming) first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 20 quarters since.
  • Cypress Capital Management (Wyoming)'s Schwab U.S Small- Cap ETF position peaked at $2.54M in Q2 2021.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q2 2026, filed 6 Aug 2026.