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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Buy	8,389 +4	+0%	+$114	0.03%	377
2026 Q1	$215K	Buy	8,385 +6	+0.1%	+$161	0.03%	367
2025 Q4	$225K	Buy	8,379 +5	+0.1%	+$134	0.03%	355
2025 Q3	$221K	Buy	8,374 +5	+0.1%	+$127	0.04%	309
2025 Q2	$205K	Buy	+8,369	New	+$189K	0.04%	302
2024 Q4	–	Sell	-9,669	Closed	-$219K	–	303
2024 Q3	$219K	Sell	9,669 -120	-1%	-$2.62K	0.05%	249
2024 Q2	$210K	Hold	9,789	–	–	0.05%	239
2024 Q1	$202K	Buy	+9,789	New	+$193K	0.05%	247
2022 Q2	–	Sell	-19,248	Closed	-$346K	–	256
2022 Q1	$346K	Hold	19,248	–	–	0.09%	164
2021 Q4	$365K	Buy	19,248 +6	+0%	+$111	0.1%	152
2021 Q3	$334K	Sell	19,242 -4,014	-17%	-$71.6K	0.1%	156
2021 Q2	$403K	Sell	23,256 -77,208	-77%	-$1.3M	0.11%	162
2021 Q1	$1.61M	Sell	100,464 -19,800	-16%	-$310K	0.34%	65
2020 Q4	$1.82M	Buy	+120,264	New	+$1.72M	0.41%	51
2020 Q3	–	Sell	-141,642	Closed	-$1.88M	–	458
2020 Q2	$1.75M	Sell	141,642 -156,234	-52%	-$1.82M	0.42%	63
2020 Q1	$3.04M	Sell	297,876 -16,446	-5%	-$200K	0.89%	33
2019 Q4	$4.02M	Sell	314,322 -368,340	-54%	-$4.51M	1.02%	28
2019 Q3	$8.07M	Buy	682,662 +113,172	+20%	+$1.33M	2.21%	4
2019 Q2	$6.66M	Buy	569,490 +212,586	+60%	+$2.44M	1.92%	6
2019 Q1	$4.02M	Buy	356,904 +95,802	+37%	+$1.04M	1.27%	21
2018 Q4	$2.6M	Buy	261,102 +139,098	+114%	+$1.49M	1.03%	30
2018 Q3	$1.41M	Buy	122,004 +636	+0.5%	+$7.23K	0.51%	59
2018 Q2	$1.31M	Buy	121,368 +15,432	+15%	+$166K	0.5%	59
2018 Q1	$1.11M	Buy	105,936 +17,646	+20%	+$192K	0.48%	61
2017 Q4	$939K	Buy	+88,290	New	+$915K	0.39%	71

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Cypress Wealth Services increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q2 2026, buying an estimated $114 and bringing the position to 8,389 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #377.

Cypress Wealth Services first reported a position in SCHX in Q4 2017 and has held it in 25 quarters since. The position peaked at $8.07M in Q3 2019. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cypress Wealth Services held 8,389 shares of Schwab US Large- Cap ETF worth $247K as of Q2 2026.
Cypress Wealth Services bought 4 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $114.
Schwab US Large- Cap ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #377 holding.
Cypress Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 25 quarters since.
Cypress Wealth Services's Schwab US Large- Cap ETF position peaked at $8.07M in Q3 2019.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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