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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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. 2,138 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.
2,138 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.