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

Cypress Capital Advisors, LLC

  • $176 Billion
  • Q3 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 290,508 shares of SCHD stock, worth $7.91 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares
290,508
Previous 248,828 16.75%
Holding current value
$7.91 Million
Previous $6.59 Billion 20.28%
% of portfolio
4.52%
Previous 4.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$26.38 - $27.95 $1.1 Million - $1.16 Million
41,680 Added 16.75%
290,508 $7.93 Billion
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
2,057
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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