CWS
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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
2020
Q4 		– Sell
-122,256
Closed -$1.64M – 470
2020
Q3 		$1.64M Buy
+122,256
New +$1.62M 0.42% 50

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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. 473 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.
  • 473 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.