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Schwab Strategic Tr us dividend eq shares owned by Cypress Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cypress Capital Advisors from 13F filings

Historical chart of Cypress Capital Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Cypress Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cypress Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 291k 27.30
2025-06-30 $6.6M 249k 26.50
2025-03-31 $5.7M 203k 27.96
2024-12-31 $4.4M 159k 27.32

More positions owned by Cypress Capital Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Value Etf (VTV)

View all positions for Cypress Capital Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq