Cypress Wealth Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $277K | Sell |
9,557
-537
| -5% | -$15K | 0.03% | 358 |
|
|
2026
Q1 | $253K | Sell |
10,094
-845
| -8% | -$22.2K | 0.04% | 334 |
|
|
2025
Q4 | $287K | Sell |
10,939
-274
| -2% | -$7.13K | 0.04% | 312 |
|
|
2025
Q3 | $288K | Buy |
11,213
+38
| +0.3% | +$941 | 0.05% | 259 |
|
|
2025
Q2 | $266K | Buy |
+11,175
| New | +$246K | 0.05% | 254 |
|
|
2025
Q1 | – | Sell |
-9,595
| Closed | -$218K | – | 293 |
|
|
2024
Q4 | $218K | Sell |
9,595
-731
| -7% | -$16.7K | 0.04% | 254 |
|
|
2024
Q3 | $229K | Sell |
10,326
-1,401
| -12% | -$29.9K | 0.05% | 241 |
|
|
2024
Q2 | $246K | Buy |
11,727
+15
| +0.1% | +$304 | 0.05% | 220 |
|
|
2024
Q1 | $238K | Sell |
11,712
-741
| -6% | -$14.3K | 0.06% | 226 |
|
|
2023
Q4 | $231K | Sell |
12,453
-285
| -2% | -$4.92K | 0.06% | 217 |
|
|
2023
Q3 | $212K | Buy |
12,738
+207
| +2% | +$3.58K | 0.06% | 219 |
|
|
2023
Q2 | $220K | Sell |
12,531
-156
| -1% | -$2.54K | 0.06% | 219 |
|
|
2023
Q1 | $202K | Sell |
12,687
-1,425
| -10% | -$22.3K | 0.06% | 230 |
|
|
2022
Q4 | $211K | Sell |
14,112
-711
| -5% | -$10.7K | 0.07% | 218 |
|
|
2022
Q3 | $211K | Sell |
14,823
-21,228
| -59% | -$330K | 0.07% | 207 |
|
|
2022
Q2 | $531K | Sell |
36,051
-8,178
| -18% | -$131K | 0.17% | 109 |
|
|
2022
Q1 | $787K | Buy |
44,229
+1,167
| +3% | +$20.5K | 0.21% | 82 |
|
|
2021
Q4 | $811K | Sell |
43,062
-6
| -0% | -$110 | 0.22% | 78 |
|
|
2021
Q3 | $745K | Sell |
43,068
-1,260
| -3% | -$22.4K | 0.22% | 80 |
|
|
2021
Q2 | $770K | Sell |
44,328
-7,026
| -14% | -$119K | 0.21% | 89 |
|
|
2021
Q1 | $828K | Sell |
51,354
-5,898
| -10% | -$93K | 0.17% | 100 |
|
|
2020
Q4 | $868K | Buy |
+57,252
| New | +$815K | 0.19% | 90 |
|
|
2020
Q3 | – | Sell |
-62,448
| Closed | -$821K | – | 453 |
|
|
2020
Q2 | $765K | Sell |
62,448
-64,092
| -51% | -$739K | 0.18% | 108 |
|
|
2020
Q1 | $1.27M | Sell |
126,540
-10,146
| -7% | -$123K | 0.37% | 72 |
|
|
2019
Q4 | $1.75M | Sell |
136,686
-98,016
| -42% | -$1.2M | 0.44% | 71 |
|
|
2019
Q3 | $2.78M | Sell |
234,702
-23,034
| -9% | -$272K | 0.76% | 40 |
|
|
2019
Q2 | $3.03M | Buy |
257,736
+23,382
| +10% | +$270K | 0.87% | 33 |
|
|
2019
Q1 | $2.66M | Buy |
234,354
+109,974
| +88% | +$1.2M | 0.84% | 36 |
|
|
2018
Q4 | $1.24M | Buy |
124,380
+6,108
| +5% | +$66K | 0.49% | 61 |
|
|
2018
Q3 | $1.39M | Buy |
118,272
+11,520
| +11% | +$133K | 0.5% | 60 |
|
|
2018
Q2 | $1.17M | Buy |
106,752
+3,720
| +4% | +$40.7K | 0.45% | 64 |
|
|
2018
Q1 | $1.09M | Buy |
103,032
+14,124
| +16% | +$155K | 0.47% | 63 |
|
|
2017
Q4 | $956K | Buy |
+88,908
| New | +$932K | 0.4% | 69 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM
Cypress Wealth Services's SCHB Position: Q2 2026 in Review
Cypress Wealth Services reduced its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q2 2026, selling an estimated $15K and leaving 9,557 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #358.
Cypress Wealth Services first reported a position in SCHB in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.03M in Q2 2019. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.
- Cypress Wealth Services held 9,557 shares of Schwab US Broad Market ETF worth $277K as of Q2 2026.
- Cypress Wealth Services sold 537 Schwab US Broad Market ETF shares in Q2 2026, an estimated $15K.
- Schwab US Broad Market ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #358 holding.
- Cypress Wealth Services first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 33 quarters since.
- Cypress Wealth Services's Schwab US Broad Market ETF position peaked at $3.03M in Q2 2019.
- 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.