Cypress Capital
SCHD icon

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
Q3 		$760K Sell
23,363
-1,938
-8% -$65.3K 0.2% 62
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cypress Capital's SCHD Position: Q3 2026 in Review

Cypress Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.7% in Q3 2026, selling an estimated $65.3K and leaving 23,363 shares worth $760K. The position accounts for 0.2% of the portfolio, ranked #62.

Cypress Capital first reported a position in SCHD in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.89M in Q2 2024. 1,151 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Cypress Capital held 23,363 shares of Schwab US Dividend Equity ETF worth $760K as of Q3 2026.
  • Cypress Capital sold 1,938 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $65.3K.
  • Schwab US Dividend Equity ETF made up 0.2% of Cypress Capital's portfolio in Q3 2026, its #62 holding.
  • Cypress Capital first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 17 quarters since.
  • Cypress Capital's Schwab US Dividend Equity ETF position peaked at $5.89M in Q2 2024.
  • 1,151 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.