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Charles Schwab Corporation shares owned by Cypress Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cypress Capital from 13F filings

Historical chart of Cypress Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Cypress Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Cypress Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 18k 95.47
2022-06-30 $7.5M 119k 63.18
2022-03-31 $10M 119k 84.31
2021-12-31 $10M 120k 84.10
2021-09-30 $8.7M 120k 72.84

More positions owned by Cypress Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Tips Bd Etf (TIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Hdg Msci Eafe (HEFA)
International Business Machines (IBM)

View all positions for Cypress Capital

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation