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 Q3	$2.78M	Buy	28,486 +516	+2%	+$54.3K	0.74%	28
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	-$7.52M	–	164
2022 Q2	$7.52M	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Cypress Capital's SCHW Position: Q3 2026 in Review

Cypress Capital increased its Charles Schwab (SCHW) stake by 1.8% in Q3 2026, buying an estimated $54.3K and bringing the position to 28,486 shares worth $2.78M. The position accounts for 0.74% of the portfolio, ranked #28.

Cypress Capital first reported a position in SCHW in Q3 2021 and has held it in 9 quarters since. The position peaked at $10.1M in Q4 2021. 1,383 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Cypress Capital held 28,486 shares of Charles Schwab worth $2.78M as of Q3 2026.
Cypress Capital bought 516 Charles Schwab shares in Q3 2026, an estimated $54.3K.
Charles Schwab made up 0.74% of Cypress Capital's portfolio in Q3 2026, its #28 holding.
Cypress Capital first reported a position in Charles Schwab in Q3 2021 and has held it in 9 quarters since.
Cypress Capital's Charles Schwab position peaked at $10.1M in Q4 2021.
1,383 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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