Cypress Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cypress Wealth Services’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Buy	+6,499	New	+$215K	0.03%	397
2026 Q1	–	Sell	-6,666	Closed	-$217K	–	414
2025 Q4	$217K	Sell	6,666 -122	-2%	-$3.97K	0.03%	362
2025 Q3	$217K	Buy	+6,788	New	+$207K	0.04%	315
2020 Q1	–	Sell	-17,216	Closed	-$200K	–	268
2019 Q4	$200K	Buy	+17,216	New	+$190K	0.05%	245
2019 Q3	–	Sell	-29,536	Closed	-$307K	–	267
2019 Q2	$307K	Sell	29,536 -11,976	-29%	-$122K	0.09%	186
2019 Q1	$412K	Sell	41,512 -55,424	-57%	-$524K	0.13%	139
2018 Q4	$835K	Buy	+96,936	New	+$903K	0.33%	82

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cypress Wealth Services's SCHG Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,499 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #397 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in SCHG as recently as Q4 2025.

Cypress Wealth Services first reported a position in SCHG in Q4 2018 and has held it in 7 quarters since. The position peaked at $835K in Q4 2018. 392 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cypress Wealth Services held 6,499 shares of Schwab US Large-Cap Growth ETF worth $220K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Cypress Wealth Services position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #397 holding.
Cypress Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 7 quarters since.
Cypress Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $835K in Q4 2018.
392 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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