CWS
SCHB icon

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

Cypress Wealth Services’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
2020
Q4 		– Sell
-61,098
Closed -$811K – 464
2020
Q3 		$811K Buy
+61,098
New +$803K 0.21% 91

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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. 604 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.
  • 604 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.