Cypress Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Cypress Capital Advisors, LLC

  • $160 Billion
  • Q2 2025

A detailed history of Cypress Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cypress Capital Advisors, LLC holds 248,828 shares of SCHD stock, worth $6.6 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares
248,828
Previous 203,237 22.43%
Holding current value
$6.6 Million
Previous $5.68 Billion 16.04%
% of portfolio
4.13%
Previous 3.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 27, 2025
BUY
$24.32 - $27.87 $1.11 Million - $1.27 Million
45,591 Added 22.43%
248,828 $6.59 Billion
Q1 2025

Aug 27, 2025
BUY
$27.01 - $28.54 $1.18 Million - $1.25 Million
43,849 Added 27.51%
203,237 $5.68 Billion
Q4 2024

Aug 27, 2025
BUY
$26.93 - $84.95 $4.29 Million - $13.5 Million
159,388 New
159,388 $4.35 Billion

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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