Cypress Capital’s Charles Schwab SCHW Stock Holding History

Cypress Capital’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.69M	Buy
2022 Q3	–	Sell
2022 Q2	$7.53M	Hold
2022 Q1	$10M	Sell
2021 Q4	$10.1M	Hold
2021 Q3	$8.74M	Buy