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Cypress Capital Management (Wyoming)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
8,589
+343
+4% +$11.4K 0.24% 46
2026
Q1 		$240K Buy
8,246
+123
+2% +$3.82K 0.22% 45
2025
Q4 		$265K Sell
8,123
-465
-5% -$15.1K 0.25% 48
2025
Q3 		$274K Sell
8,588
-18
-0.2% -$549 0.25% 46
2025
Q2 		$251K Sell
8,606
-881
-9% -$23.3K 0.27% 46
2025
Q1 		$238K Sell
9,487
-264
-3% -$7.23K 0.28% 46
2024
Q4 		$272K Buy
9,751
+5,983
+159% +$164K 0.31% 47
2024
Q3 		$98.1K Sell
3,768
-232
-6% -$5.84K 0.11% 62
2024
Q2 		$101K Buy
4,000
+3,984
+24,900% +$94K 0.11% 63
2024
Q1 		$371 Hold
16
– – ﹤0.01% 161
2023
Q4 		$332 Hold
16
– – ﹤0.01% 160
2023
Q3 		$291 Hold
16
– – ﹤0.01% 170
2023
Q2 		$300 Hold
16
– – ﹤0.01% 165
2023
Q1 		$261 Hold
16
– – ﹤0.01% 158
2022
Q4 		$222 Hold
16
– – ﹤0.01% 158
2022
Q3 		$0 Hold
16
– – ﹤0.01% 175
2022
Q2 		$0 Hold
16
– – ﹤0.01% 189
2022
Q1 		$0 Sell
16
-752
-98% -$13.7K ﹤0.01% 272
2021
Q4 		$16K Hold
768
– – 0.01% 163
2021
Q3 		$14K Sell
768
-16
-2% -$305 0.01% 162
2021
Q2 		$14K Buy
784
+560
+250% +$9.69K 0.01% 196
2021
Q1 		$4K Buy
+224
New +$3.65K ﹤0.01% 247
2019
Q3 		– Sell
-2,632
Closed -$27K – 248
2019
Q2 		$27K Hold
2,632
– – 0.03% 147
2019
Q1 		$26K Sell
2,632
-2,952
-53% -$27.9K 0.03% 143
2018
Q4 		$48K Sell
5,584
-241,520
-98% -$2.25M 0.09% 126
2018
Q3 		$2.53M Buy
247,104
+42,416
+21% +$422K 2.55% 8
2018
Q2 		$1.94M Buy
204,688
+159,696
+355% +$1.49M 2.03% 11
2018
Q1 		$403K Sell
44,992
-22,840
-34% -$211K 0.46% 58
2017
Q4 		$600K Buy
67,832
+14,072
+26% +$121K 0.68% 34
2017
Q3 		$444K Sell
53,760
-49,264
-48% -$400K 0.53% 46
2017
Q2 		$814K Buy
103,024
+9,120
+10% +$71.1K 0.93% 23
2017
Q1 		$710K Sell
93,904
-92,000
-49% -$680K 0.88% 25
2016
Q4 		$1.31M Buy
+185,904
New +$1.29M 1.38% 16

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cypress Capital Management (Wyoming) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 8,589 shares worth $291K. The position accounts for 0.24% of the portfolio, ranked #46.

Cypress Capital Management (Wyoming) first reported a position in SCHG in Q4 2016 and has held it in 33 quarters since. The position peaked at $2.53M in Q3 2018. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cypress Capital Management (Wyoming) held 8,589 shares of Schwab US Large-Cap Growth ETF worth $291K as of Q2 2026.
  • Cypress Capital Management (Wyoming) bought 343 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US Large-Cap Growth ETF made up 0.24% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #46 holding.
  • Cypress Capital Management (Wyoming) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 33 quarters since.
  • Cypress Capital Management (Wyoming)'s Schwab US Large-Cap Growth ETF position peaked at $2.53M in Q3 2018.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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