Cypress Wealth Services
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Cypress Wealth Services’s Charles Schwab SCHW Stock Holding History

Cypress Wealth Services’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 		$765K Buy
7,905
+17
+0.2% +$1.79K 0.09% 172
2026
Q2 		$728K Sell
7,888
-815
-9% -$74.3K 0.09% 172
2026
Q1 		$818K Buy
8,703
+14
+0.2% +$1.37K 0.12% 142
2025
Q4 		$868K Buy
8,689
+78
+0.9% +$7.4K 0.12% 136
2025
Q3 		$822K Buy
8,611
+9
+0.1% +$854 0.13% 123
2025
Q2 		$785K Buy
8,602
+289
+3% +$24.2K 0.14% 124
2025
Q1 		$651K Buy
8,313
+2
+0% +$157 0.13% 128
2024
Q4 		$615K Buy
8,311
+285
+4% +$21.3K 0.12% 127
2024
Q3 		$520K Sell
8,026
-85
-1% -$5.58K 0.11% 149
2024
Q2 		$598K Buy
8,111
+294
+4% +$21.7K 0.13% 121
2024
Q1 		$566K Buy
7,817
+669
+9% +$44.1K 0.13% 127
2023
Q4 		$492K Sell
7,148
-122
-2% -$7.05K 0.12% 141
2023
Q3 		$399K Buy
7,270
+26
+0.4% +$1.57K 0.11% 155
2023
Q2 		$425K Buy
7,244
+2,988
+70% +$157K 0.11% 151
2023
Q1 		$223K Buy
4,256
+810
+24% +$59.3K 0.07% 220
2022
Q4 		$287K Buy
3,446
+38
+1% +$2.95K 0.09% 188
2022
Q3 		$253K Sell
3,408
-1,354
-28% -$94K 0.09% 185
2022
Q2 		$301K Buy
4,762
+271
+6% +$18.7K 0.1% 175
2022
Q1 		$379K Buy
4,491
+133
+3% +$11.7K 0.1% 150
2021
Q4 		$367K Buy
4,358
+108
+3% +$8.74K 0.1% 150
2021
Q3 		$310K Sell
4,250
-241
-5% -$17.2K 0.09% 166
2021
Q2 		$327K Buy
4,491
+58
+1% +$4.1K 0.09% 187
2021
Q1 		$289K Buy
4,433
+154
+4% +$9.34K 0.06% 223
2020
Q4 		$227K Buy
+4,279
New +$194K 0.05% 253
2020
Q1 		– Sell
-4,219
Closed -$201K – 269
2019
Q4 		$201K Buy
+4,219
New +$186K 0.05% 244

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Cypress Wealth Services increased its Charles Schwab (SCHW) stake by 0.22% in Q3 2026, buying an estimated $1.79K and bringing the position to 7,905 shares worth $765K. The position accounts for 0.09% of the portfolio, ranked #172.

Cypress Wealth Services first reported a position in SCHW in Q4 2019 and has held it in 25 quarters since. The position peaked at $868K in Q4 2025. 1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Cypress Wealth Services held 7,905 shares of Charles Schwab worth $765K as of Q3 2026.
  • Cypress Wealth Services bought 17 Charles Schwab shares in Q3 2026, an estimated $1.79K.
  • Charles Schwab made up 0.09% of Cypress Wealth Services's portfolio in Q3 2026, its #172 holding.
  • Cypress Wealth Services first reported a position in Charles Schwab in Q4 2019 and has held it in 25 quarters since.
  • Cypress Wealth Services's Charles Schwab position peaked at $868K in Q4 2025.
  • 1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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