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Cypress Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cypress Capital’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$802K Buy
25,301
+2,941
+13% +$93.3K 0.22% 60
2026
Q1 		$686K Sell
22,360
-728
-3% -$22.1K 0.2% 59
2025
Q4 		$633K Sell
23,088
-91
-0.4% -$2.47K 0.18% 61
2025
Q3 		$633K Sell
23,179
-864
-4% -$23.6K 0.18% 62
2025
Q2 		$637K Sell
24,043
-237
-1% -$6.19K 0.19% 58
2025
Q1 		$679K Sell
24,280
-703
-3% -$19.6K 0.2% 58
2024
Q4 		$683K Sell
24,983
-125,464
-83% -$3.57M 0.2% 54
2024
Q3 		$4.24M Sell
150,447
-76,830
-34% -$2.09M 1.09% 15
2024
Q2 		$5.89M Buy
227,277
+119,502
+111% +$3.11M 1.48% 14
2024
Q1 		$2.9M Buy
107,775
+21,192
+24% +$547K 0.79% 19
2023
Q4 		$2.2M Buy
86,583
+34,989
+68% +$834K 0.63% 35
2023
Q3 		$1.22M Sell
51,594
-26,919
-34% -$661K 0.36% 44
2023
Q2 		$1.9M Buy
78,513
+13,068
+20% +$312K 0.55% 38
2023
Q1 		$1.6M Sell
65,445
-636
-1% -$15.9K 0.5% 35
2022
Q4 		$1.66M Sell
66,081
-2,226
-3% -$54.9K 0.52% 38
2022
Q3 		$1.51M Buy
+68,307
New +$1.66M 0.53% 39

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Cypress Capital's SCHD Position: Q2 2026 in Review

Cypress Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $93.3K and bringing the position to 25,301 shares worth $802K. The position accounts for 0.22% of the portfolio, ranked #60.

Cypress Capital first reported a position in SCHD in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.89M in Q2 2024. 463 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Cypress Capital held 25,301 shares of Schwab US Dividend Equity ETF worth $802K as of Q2 2026.
  • Cypress Capital bought 2,941 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $93.3K.
  • Schwab US Dividend Equity ETF made up 0.22% of Cypress Capital's portfolio in Q2 2026, its #60 holding.
  • Cypress Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Cypress Capital's Schwab US Dividend Equity ETF position peaked at $5.89M in Q2 2024.
  • 463 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.