Cypress Capital’s Charles Schwab SCHW Stock Holding History

Cypress Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.58M	Sell	27,970 -786	-3%	-$71.7K	0.7%	30
2026 Q1	$2.7M	Sell	28,756 -314	-1%	-$30.8K	0.77%	28
2025 Q4	$2.9M	Buy	29,070 +11,378	+64%	+$1.08M	0.81%	23
2025 Q3	$1.69M	Buy	+17,692	New	+$1.68M	0.48%	46
2022 Q3	–	Sell	-119,110	Closed	-$7.53M	–	164
2022 Q2	$7.53M	Hold	119,110	–	–	1.07%	26
2022 Q1	$10M	Sell	119,110 -835	-0.7%	-$73.5K	1.23%	21
2021 Q4	$10.1M	Hold	119,945	–	–	1.15%	25
2021 Q3	$8.74M	Buy	+119,945	New	+$8.57M	1.11%	22

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cypress Capital's SCHW Position: Q2 2026 in Review

Cypress Capital reduced its Charles Schwab (SCHW) stake by 2.7% in Q2 2026, selling an estimated $71.7K and leaving 27,970 shares worth $2.58M. The position accounts for 0.7% of the portfolio, ranked #30.

Cypress Capital first reported a position in SCHW in Q3 2021 and has held it in 8 quarters since. The position peaked at $10.1M in Q4 2021. 439 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Cypress Capital held 27,970 shares of Charles Schwab worth $2.58M as of Q2 2026.
Cypress Capital sold 786 Charles Schwab shares in Q2 2026, an estimated $71.7K.
Charles Schwab made up 0.7% of Cypress Capital's portfolio in Q2 2026, its #30 holding.
Cypress Capital first reported a position in Charles Schwab in Q3 2021 and has held it in 8 quarters since.
Cypress Capital's Charles Schwab position peaked at $10.1M in Q4 2021.
439 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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