Cypress Wealth Services
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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
Q3 		$261K Buy
8,502
+113
+1% +$3.38K 0.03% 361
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 		$1.32M 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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Cypress Wealth Services increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q3 2026, buying an estimated $3.38K and bringing the position to 8,502 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #361.

Cypress Wealth Services first reported a position in SCHX in Q4 2017 and has held it in 26 quarters since. The position peaked at $8.07M in Q3 2019. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Cypress Wealth Services held 8,502 shares of Schwab US Large- Cap ETF worth $261K as of Q3 2026.
  • Cypress Wealth Services bought 113 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $3.38K.
  • Schwab US Large- Cap ETF made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #361 holding.
  • Cypress Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • Cypress Wealth Services's Schwab US Large- Cap ETF position peaked at $8.07M in Q3 2019.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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