Cypress Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cypress Wealth Services’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	$2.74M	Sell	86,541 -651	-0.7%	-$20.7K	0.34%	62
2026 Q1	$2.68M	Sell	87,192 -3,317	-4%	-$101K	0.38%	61
2025 Q4	$2.48M	Sell	90,509 -9,182	-9%	-$250K	0.34%	60
2025 Q3	$2.72M	Sell	99,691 -4,511	-4%	-$123K	0.45%	47
2025 Q2	$2.76M	Sell	104,202 -9,581	-8%	-$250K	0.49%	44
2025 Q1	$3.18M	Sell	113,783 -1,401	-1%	-$39.1K	0.65%	33
2024 Q4	$3.15M	Buy	115,184 +5,597	+5%	+$159K	0.63%	34
2024 Q3	$3.09M	Buy	109,587 +1,554	+1%	+$42.3K	0.64%	34
2024 Q2	$2.8M	Buy	108,033 +1,071	+1%	+$27.9K	0.62%	35
2024 Q1	$2.87M	Sell	106,962 -681	-0.6%	-$17.6K	0.67%	33
2023 Q4	$2.73M	Sell	107,643 -3,822	-3%	-$91.1K	0.68%	33
2023 Q3	$2.63M	Sell	111,465 -807	-0.7%	-$19.8K	0.73%	35
2023 Q2	$2.74M	Buy	112,272 +1,827	+2%	+$43.7K	0.72%	33
2023 Q1	$2.69M	Buy	110,445 +3,090	+3%	+$77.3K	0.79%	30
2022 Q4	$2.7M	Buy	107,355 +5,412	+5%	+$134K	0.87%	27
2022 Q3	$2.3M	Buy	101,943 +4,707	+5%	+$114K	0.78%	28
2022 Q2	$2.32M	Buy	97,236 +2,799	+3%	+$71.2K	0.74%	33
2022 Q1	$2.48M	Buy	94,437 +3,393	+4%	+$88.8K	0.68%	38
2021 Q4	$2.45M	Buy	91,044 +14,565	+19%	+$378K	0.67%	43
2021 Q3	$1.89M	Buy	76,479 +5,760	+8%	+$146K	0.57%	46
2021 Q2	$1.78M	Buy	70,719 +3,093	+5%	+$78.1K	0.49%	54
2021 Q1	$1.64M	Sell	67,626 -7,554	-10%	-$172K	0.34%	63
2020 Q4	$1.61M	Buy	+75,180	New	+$1.52M	0.36%	55
2020 Q3	–	Sell	-70,119	Closed	-$1.29M	–	454
2020 Q2	$1.21M	Sell	70,119 -3,924	-5%	-$66.3K	0.29%	82
2020 Q1	$1.11M	Sell	74,043 -4,221	-5%	-$75.8K	0.33%	83
2019 Q4	$1.51M	Buy	78,264 +5,967	+8%	+$112K	0.38%	78
2019 Q3	$1.32M	Buy	72,297 +3,585	+5%	+$64.2K	0.36%	87
2019 Q2	$1.22M	Sell	68,712 -7,182	-9%	-$126K	0.35%	88
2019 Q1	$1.32M	Sell	75,894 -30,360	-29%	-$511K	0.42%	71
2018 Q4	$1.66M	Buy	106,254 +47,280	+80%	+$788K	0.66%	46
2018 Q3	$1.04M	Sell	58,974 -5,313	-8%	-$91.9K	0.37%	77
2018 Q2	$1.06M	Sell	64,287 -387	-0.6%	-$6.37K	0.4%	72
2018 Q1	$1.06M	Buy	64,674 +4,821	+8%	+$82.2K	0.45%	65
2017 Q4	$1.02M	Buy	+59,853	New	+$983K	0.42%	65

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 Wealth Services's SCHD Position: Q2 2026 in Review

Cypress Wealth Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.75% in Q2 2026, selling an estimated $20.7K and leaving 86,541 shares worth $2.74M. The position accounts for 0.34% of the portfolio, ranked #62.

Cypress Wealth Services first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.18M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cypress Wealth Services held 86,541 shares of Schwab US Dividend Equity ETF worth $2.74M as of Q2 2026.
Cypress Wealth Services sold 651 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $20.7K.
Schwab US Dividend Equity ETF made up 0.34% of Cypress Wealth Services's portfolio in Q2 2026, its #62 holding.
Cypress Wealth Services first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's Schwab US Dividend Equity ETF position peaked at $3.18M in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.