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 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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s SCHG Position: Q1 2026 in Review

Cypress Capital Management (Wyoming) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q1 2026, buying an estimated $3.82K and bringing the position to 8,246 shares worth $240K. The position accounts for 0.22% of the portfolio, ranked #45.

Cypress Capital Management (Wyoming) first reported a position in SCHG in Q4 2016 and has held it in 32 quarters since. The position peaked at $2.53M in Q3 2018. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Cypress Capital Management (Wyoming) held 8,246 shares of Schwab US Large-Cap Growth ETF worth $240K as of Q1 2026.
Cypress Capital Management (Wyoming) bought 123 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.82K.
Schwab US Large-Cap Growth ETF made up 0.22% of Cypress Capital Management (Wyoming)'s portfolio in Q1 2026, its #45 holding.
Cypress Capital Management (Wyoming) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 32 quarters since.
Cypress Capital Management (Wyoming)'s Schwab US Large-Cap Growth ETF position peaked at $2.53M in Q3 2018.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2026, filed 8 May 2026.