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Cypress Wealth Services, LLC: SCHD position timeline

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

Cypress Wealth Services, LLC held 86,541 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,541 shares
    Change vs previous 13F -651 shares

    0.34% of the 13F portfolio, value $2,744,226.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 87,192 shares
    Change vs previous 13F -3,317 shares

    0.38% of the 13F portfolio, value $2,675,057.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 90,509 shares
    Change vs previous 13F -9,182 shares

    0.34% of the 13F portfolio, value $2,482,667.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 99,691 shares
    Change vs previous 13F -4,511 shares

    0.45% of the 13F portfolio, value $2,721,569.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 104,202 shares
    Change vs previous 13F -9,581 shares

    0.49% of the 13F portfolio, value $2,761,344.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 113,783 shares
    Change vs previous 13F -1,401 shares

    0.65% of the 13F portfolio, value $3,181,376.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 115,184 shares
    Change vs previous 13F +78,655 shares

    0.63% of the 13F portfolio, value $3,146,830.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, 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 36,529 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,087,785.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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