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Schwab Strategic Tr us dividend eq shares owned by Cypress Capital

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

Historical chart of Cypress Capital 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 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

Quarter filed Position value Share count Share price at filing
2023-12-31 $860k 11k 76.13
2023-09-30 $722k 10k 70.76
2023-06-30 $1.6M 22k 72.62
2023-03-31 $1.6M 22k 73.16
2022-12-31 $1.7M 22k 75.54
2022-09-30 $1.5M 23k 66.43

More positions owned by Cypress Capital

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Hdg Msci Eafe (HEFA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)
Cisco Systems (CSCO)
Broadcom (AVGO)

View all positions for Cypress Capital

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq