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 Q3	$242K	Buy	6,552 +53	+0.8%	+$1.86K	0.03%	375
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Cypress Wealth Services's SCHG Position: Q3 2026 in Review

Cypress Wealth Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.82% in Q3 2026, buying an estimated $1.86K and bringing the position to 6,552 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #375.

Cypress Wealth Services first reported a position in SCHG in Q4 2018 and has held it in 8 quarters since. The position peaked at $835K in Q4 2018. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Cypress Wealth Services held 6,552 shares of Schwab US Large-Cap Growth ETF worth $242K as of Q3 2026.
Cypress Wealth Services bought 53 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.86K.
Schwab US Large-Cap Growth ETF made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #375 holding.
Cypress Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 8 quarters since.
Cypress Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $835K in Q4 2018.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.