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Cypress Point Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cypress Point Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43M Sell
118,389
-13,816
-10% -$387K 0.7% 23
2026
Q1 		$3.32M Sell
132,205
-5,367
-4% -$141K 0.71% 22
2025
Q4 		$3.61M Sell
137,572
-12,952
-9% -$337K 0.79% 18
2025
Q3 		$3.87M Sell
150,524
-12,628
-8% -$313K 0.78% 16
2025
Q2 		$3.89M Buy
163,152
+690
+0.4% +$15.2K 0.95% 15
2025
Q1 		$3.5M Sell
162,462
-9,949
-6% -$226K 1.11% 15
2024
Q4 		$3.91M Sell
172,411
-25,946
-13% -$593K 1.22% 14
2024
Q3 		$4.4M Sell
198,357
-3,165
-2% -$67.6K 1.73% 12
2024
Q2 		$4.22M Sell
201,522
-4,191
-2% -$84.9K 2% 10
2024
Q1 		$4.19M Buy
205,713
+35,640
+21% +$690K 2.14% 10
2023
Q4 		$3.16M Buy
170,073
+31,743
+23% +$548K 2.34% 10
2023
Q3 		$2.3M Buy
138,330
+117,036
+550% +$2.03M 2.02% 13
2023
Q2 		$367K Buy
21,294
+9
+0% +$147 0.39% 34
2023
Q1 		$340K Buy
21,285
+1,506
+8% +$23.5K 0.48% 33
2022
Q4 		$295K Buy
+19,779
New +$297K 0.46% 32
2022
Q2 		– Sell
-12,258
Closed -$218K – 31
2022
Q1 		$218K Sell
12,258
-8,400
-41% -$147K 0.22% 31
2021
Q4 		$389K Sell
20,658
-2,994
-13% -$55.1K 0.36% 25
2021
Q3 		$409K Sell
23,652
-111,732
-83% -$1.99M 0.29% 24
2021
Q2 		$2.35M Sell
135,384
-56,862
-30% -$962K 1.67% 11
2021
Q1 		$3.1M Sell
192,246
-168
-0.1% -$2.65K 3.23% 5
2020
Q4 		$2.92M Buy
+192,414
New +$2.74M 4.44% 3

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cypress Point Wealth Management's SCHB Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, selling an estimated $387K and leaving 118,389 shares worth $3.43M. The position accounts for 0.7% of the portfolio, ranked #23.

Cypress Point Wealth Management first reported a position in SCHB in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.4M in Q3 2024. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cypress Point Wealth Management held 118,389 shares of Schwab US Broad Market ETF worth $3.43M as of Q2 2026.
  • Cypress Point Wealth Management sold 13,816 Schwab US Broad Market ETF shares in Q2 2026, an estimated $387K.
  • Schwab US Broad Market ETF made up 0.7% of Cypress Point Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Cypress Point Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Cypress Point Wealth Management's Schwab US Broad Market ETF position peaked at $4.4M in Q3 2024.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.