CWS
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Cypress Wealth Services’s Schwab International Equity ETF SCHF Stock Holding History

Cypress Wealth Services’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-67,318
Closed -$1.06M – 467
2020
Q3 		$1.06M Buy
+67,318
New +$1.06M 0.27% 75

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cypress Wealth Services's SCHF Position: Q2 2026 in Review

Cypress Wealth Services reduced its Schwab International Equity ETF (SCHF) stake by 1.1% in Q2 2026, selling an estimated $3.05K and leaving 9,777 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #362.

Cypress Wealth Services first reported a position in SCHF in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.66M in Q2 2019. 742 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Cypress Wealth Services held 9,777 shares of Schwab International Equity ETF worth $271K as of Q2 2026.
  • Cypress Wealth Services sold 113 Schwab International Equity ETF shares in Q2 2026, an estimated $3.05K.
  • Schwab International Equity ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #362 holding.
  • Cypress Wealth Services first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 23 quarters since.
  • Cypress Wealth Services's Schwab International Equity ETF position peaked at $3.66M in Q2 2019.
  • 742 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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