CWS
SCHW

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
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% +$4.11K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Cypress Wealth Services reduced its Charles Schwab (SCHW) stake by 9.4% in Q2 2026, selling an estimated $74.3K and leaving 7,888 shares worth $728K. 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 24 quarters since. The position peaked at $868K in Q4 2025. 616 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cypress Wealth Services held 7,888 shares of Charles Schwab worth $728K as of Q2 2026.
  • Cypress Wealth Services sold 815 Charles Schwab shares in Q2 2026, an estimated $74.3K.
  • Charles Schwab made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #172 holding.
  • Cypress Wealth Services first reported a position in Charles Schwab in Q4 2019 and has held it in 24 quarters since.
  • Cypress Wealth Services's Charles Schwab position peaked at $868K in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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