CWS
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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
2020
Q4 		– Sell
-81,366
Closed -$1.5M – 465
2020
Q3 		$1.5M Buy
+81,366
New +$1.5M 0.38% 55

Other funds holding SCHD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 935 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.
  • 935 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.