Cypress Capital Management (Wyoming)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $835 | Sell |
24
-6
| -20% | -$198 | ﹤0.01% | 191 |
|
|
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
APP
MG
VIA
SC
MGIA
Cypress Capital Management (Wyoming)'s SCHV Position: Q2 2026 in Review
Cypress Capital Management (Wyoming) reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 20% in Q2 2026, selling an estimated $198 and leaving 24 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #191.
Cypress Capital Management (Wyoming) first reported a position in SCHV in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.33M in Q3 2018. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.
- Cypress Capital Management (Wyoming) held 24 shares of Schwab US Large-Cap Value ETF worth $835 as of Q2 2026.
- Cypress Capital Management (Wyoming) sold 6 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $198.
- Schwab US Large-Cap Value ETF made up ﹤0.01% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #191 holding.
- Cypress Capital Management (Wyoming) first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 36 quarters since.
- Cypress Capital Management (Wyoming)'s Schwab US Large-Cap Value ETF position peaked at $2.33M in Q3 2018.
- 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.
Based on Cypress Capital Management (Wyoming)'s 13F filing for Q2 2026, filed 6 Aug 2026.