Cypress Capital Management (Wyoming)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cypress Capital Management (Wyoming)’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
2022 Q1	–	Sell	-5,835	Closed	-$157K	–	271
2021 Q4	$157K	Hold	5,835	–	–	0.13%	81
2021 Q3	$144K	Hold	5,835	–	–	0.12%	84
2021 Q2	$147K	Hold	5,835	–	–	0.11%	92
2021 Q1	$142K	Hold	5,835	–	–	0.13%	89
2020 Q4	$125K	Hold	5,835	–	–	0.11%	92
2020 Q3	$114K	Hold	5,835	–	–	0.1%	91
2020 Q2	$101K	Hold	5,835	–	–	0.1%	97
2020 Q1	$87K	Sell	5,835 -441	-7%	-$7.92K	0.12%	75
2019 Q4	$121K	Hold	6,276	–	–	0.11%	82
2019 Q3	$115K	Hold	6,276	–	–	0.14%	74
2019 Q2	$111K	Hold	6,276	–	–	0.13%	83
2019 Q1	$109K	Hold	6,276	–	–	0.15%	77
2018 Q4	$98K	Sell	6,276 -51,537	-89%	-$859K	0.19%	81
2018 Q3	$1.02M	Buy	57,813 +1,260	+2%	+$21.8K	1.03%	26
2018 Q2	$929K	Sell	56,553 -84,315	-60%	-$1.39M	0.97%	32
2018 Q1	$2.3M	Buy	140,868 +1,248	+0.9%	+$21.3K	2.64%	8
2017 Q4	$2.38M	Buy	139,620 +1,950	+1%	+$32K	2.7%	7
2017 Q3	$2.15M	Sell	137,670 -1,860	-1%	-$28.4K	2.54%	9
2017 Q2	$2.1M	Buy	139,530 +14,385	+11%	+$216K	2.4%	9
2017 Q1	$1.86M	Buy	125,145 +4,485	+4%	+$66.1K	2.3%	9
2016 Q4	$1.76M	Buy	+120,660	New	+$1.71M	1.86%	12

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SCHD Position: Q1 2022 in Review

Cypress Capital Management (Wyoming) sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 5,835 shares — an estimated $157K sold.

Cypress Capital Management (Wyoming) first reported a position in SCHD in Q4 2016 and held it in 21 quarters. The position peaked at $2.38M in Q4 2017. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Cypress Capital Management (Wyoming) reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 5,835 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $157K.
Cypress Capital Management (Wyoming) first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and held it in 21 quarters.
Cypress Capital Management (Wyoming)'s Schwab US Dividend Equity ETF position peaked at $2.38M in Q4 2017.
1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2022, filed 9 May 2022.