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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Hold	578	–	–	0.01%	133
2026 Q1	$14.8K	Hold	578	–	–	0.01%	126
2025 Q4	$15.6K	Hold	578	–	–	0.01%	119
2025 Q3	$15.2K	Hold	578	–	–	0.01%	119
2025 Q2	$14.1K	Buy	+578	New	+$13.1K	0.02%	116
2021 Q3	–	Sell	-150	Closed	-$3K	–	301
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	277
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	273
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	220
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	197
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	190
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	169
2019 Q4	$2K	Buy	+150	New	+$1.84K	﹤0.01%	176
2019 Q1	–	Sell	-9,726	Closed	-$97K	–	330
2018 Q4	$97K	Sell	9,726 -401,982	-98%	-$4.31M	0.19%	83
2018 Q3	$4.77M	Buy	411,708 +38,208	+10%	+$434K	4.8%	2
2018 Q2	$4.05M	Sell	373,500 -16,020	-4%	-$173K	4.24%	2
2018 Q1	$4.09M	Buy	389,520 +381,750	+4,913%	+$4.15M	4.7%	3
2017 Q4	$83K	Buy	+7,770	New	+$80.5K	0.09%	132
2017 Q3	–	Sell	-29,010	Closed	-$279K	–	286
2017 Q2	$279K	Sell	29,010 -2,820	-9%	-$26.9K	0.32%	57
2017 Q1	$299K	Sell	31,830 -42,570	-57%	-$394K	0.37%	51
2016 Q4	$666K	Buy	+74,400	New	+$646K	0.7%	28

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Cypress Capital Management (Wyoming) held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 578 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #133.

Cypress Capital Management (Wyoming) first reported a position in SCHX in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.77M in Q3 2018. 1,609 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cypress Capital Management (Wyoming) held 578 shares of Schwab US Large- Cap ETF worth $17K as of Q2 2026.
Cypress Capital Management (Wyoming) left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #133 holding.
Cypress Capital Management (Wyoming) first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 20 quarters since.
Cypress Capital Management (Wyoming)'s Schwab US Large- Cap ETF position peaked at $4.77M in Q3 2018.
1,609 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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