Cypress Wealth Services, LLC: SCHF position timeline

Cypress Wealth Services, LLC held 9,777 SCHF 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 9,777 shares

   Change vs previous 13F -113 shares

   0.03% of the 13F portfolio, value $270,823.

   13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,890 shares

   Change vs previous 13F -225 shares

   0.03% of the 13F portfolio, value $244,778.

   13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 10,115 shares

   Change vs previous 13F -156 shares

   0.03% of the 13F portfolio, value $243,165.

   13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,271 shares

   Change vs previous 13F -617 shares

   0.04% of the 13F portfolio, value $239,109.

   13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,888 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $240,633.

   13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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