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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$915	Hold	30	–	–	﹤0.01%	181
2025 Q4	$888	Sell	30 -15	-33%	-$438	﹤0.01%	185
2025 Q3	$1.31K	Hold	45	–	–	﹤0.01%	153
2025 Q2	$1.25K	Hold	45	–	–	﹤0.01%	152
2025 Q1	$1.2K	Hold	45	–	–	﹤0.01%	145
2024 Q4	$1.17K	Sell	45 -36	-44%	-$972	﹤0.01%	135
2024 Q3	$2.17K	Hold	81	–	–	﹤0.01%	139
2024 Q2	$2.01K	Sell	81 -24	-23%	-$593	﹤0.01%	139
2024 Q1	$2.66K	Hold	105	–	–	﹤0.01%	135
2023 Q4	$2.45K	Sell	105 -51	-33%	-$1.11K	﹤0.01%	136
2023 Q3	$3.35K	Sell	156 -36	-19%	-$808	﹤0.01%	137
2023 Q2	$4.29K	Hold	192	–	–	﹤0.01%	124
2023 Q1	$4.2K	Hold	192	–	–	﹤0.01%	123
2022 Q4	$4.22K	Hold	192	–	–	0.01%	127
2022 Q3	$4K	Hold	192	–	–	0.01%	132
2022 Q2	$4K	Hold	192	–	–	0.01%	140
2022 Q1	$5K	Sell	192 -105	-35%	-$2.49K	0.01%	147
2021 Q4	$7K	Buy	297 +105	+55%	+$2.49K	0.01%	213
2021 Q3	$4K	Sell	192 -81	-30%	-$1.87K	﹤0.01%	215
2021 Q2	$6K	Buy	273 +198	+264%	+$4.49K	﹤0.01%	253
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	272
2020 Q4	$1K	Hold	75	–	–	﹤0.01%	225
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	204
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	195
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	173
2019 Q4	$2K	Buy	+75	New	+$1.45K	﹤0.01%	175
2019 Q1	–	Sell	-5,919	Closed	-$97K	–	329
2018 Q4	$97K	Sell	5,919 -118,956	-95%	-$2.1M	0.19%	82
2018 Q3	$2.33M	Buy	124,875 +10,020	+9%	+$186K	2.35%	10
2018 Q2	$2.03M	Buy	114,855 +510	+0.4%	+$9.1K	2.13%	9
2018 Q1	$2.01M	Buy	114,345 +63,345	+124%	+$1.16M	2.31%	12
2017 Q4	$929K	Buy	51,000 +6,405	+14%	+$114K	1.05%	21
2017 Q3	$770K	Buy	44,595 +12,600	+39%	+$213K	0.91%	25
2017 Q2	$535K	Buy	31,995 +8,610	+37%	+$143K	0.61%	33
2017 Q1	$387K	Sell	23,385 -855	-4%	-$14.1K	0.48%	39
2016 Q4	$392K	Buy	+24,240	New	+$376K	0.41%	41

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

VIA

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Cypress Capital Management (Wyoming) held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2026 at 30 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Cypress Capital Management (Wyoming) first reported a position in SCHV in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.33M in Q3 2018. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Cypress Capital Management (Wyoming) held 30 shares of Schwab US Large-Cap Value ETF worth $915 as of Q1 2026.
Cypress Capital Management (Wyoming) left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Cypress Capital Management (Wyoming)'s portfolio in Q1 2026, its #181 holding.
Cypress Capital Management (Wyoming) first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 35 quarters since.
Cypress Capital Management (Wyoming)'s Schwab US Large-Cap Value ETF position peaked at $2.33M in Q3 2018.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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