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Cypress Point Wealth Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Point Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Cypress Point Wealth Management, LLC held 118,389 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,389 shares
    Change vs previous 13F -13,816 shares

    0.7% of the 13F portfolio, value $3,428,533.

    13F-HR 0001825611-26-000004 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 132,205 shares
    Change vs previous 13F -5,367 shares

    0.71% of the 13F portfolio, value $3,318,344.

    13F-HR 0001825611-26-000002 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,572 shares
    Change vs previous 13F -12,952 shares

    0.79% of the 13F portfolio, value $3,608,512.

    13F-HR 0002085853-26-000160 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 150,524 shares
    Change vs previous 13F -12,628 shares

    0.78% of the 13F portfolio, value $3,869,973.

    13F-HR 0002085853-25-000023 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 163,152 shares
    Change vs previous 13F +690 shares

    0.95% of the 13F portfolio, value $3,887,901.

    13F-HR 0001667731-25-000764 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 162,462 shares
    Change vs previous 13F -9,949 shares

    1.11% of the 13F portfolio, value $3,497,810.

    13F-HR 0001667731-25-000439 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 172,411 shares
    Change vs previous 13F +106,292 shares

    1.22% of the 13F portfolio, value $3,913,732.

    13F-HR 0001667731-25-000075 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,119 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,398,226.

    13F-HR 0001825611-24-000004 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).