Cypress Capital Management (Wyoming)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.2K	Hold	141	–	–	﹤0.01%	162
2026 Q1	$4.37K	Hold	141	–	–	﹤0.01%	153
2025 Q4	$4.24K	Hold	141	–	–	﹤0.01%	155
2025 Q3	$4.18K	Hold	141	–	–	﹤0.01%	142
2025 Q2	$3.96K	Buy	+141	New	+$3.72K	﹤0.01%	137
2019 Q1	–	Sell	-3,036	Closed	-$49K	–	328
2018 Q4	$49K	Sell	3,036 -146,184	-98%	-$2.55M	0.09%	124
2018 Q3	$2.88M	Buy	149,220 +10,245	+7%	+$195K	2.89%	4
2018 Q2	$2.54M	Sell	138,975 -12,090	-8%	-$219K	2.67%	5
2018 Q1	$2.66M	Buy	151,065 +120,195	+389%	+$2.16M	3.05%	5
2017 Q4	$548K	Buy	30,870 +6,966	+29%	+$120K	0.62%	41
2017 Q3	$399K	Buy	23,904 +6,675	+39%	+$108K	0.47%	51
2017 Q2	$277K	Buy	17,229 +1,374	+9%	+$21.8K	0.32%	59
2017 Q1	$250K	Sell	15,855 -18,825	-54%	-$293K	0.31%	57
2016 Q4	$526K	Buy	+34,680	New	+$507K	0.55%	32

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cypress Capital Management (Wyoming) held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 141 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Cypress Capital Management (Wyoming) first reported a position in SCHM in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.88M in Q3 2018. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cypress Capital Management (Wyoming) held 141 shares of Schwab US Mid-Cap ETF worth $5.2K as of Q2 2026.
Cypress Capital Management (Wyoming) left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #162 holding.
Cypress Capital Management (Wyoming) first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 14 quarters since.
Cypress Capital Management (Wyoming)'s Schwab US Mid-Cap ETF position peaked at $2.88M in Q3 2018.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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