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Cypress Wealth Services, LLC: SCHZ position timeline

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

Cypress Wealth Services, LLC held 659,249 SCHZ 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 659,249 shares
    Change vs previous 13F +70,206 shares

    1.88% of the 13F portfolio, value $15,248,431.

    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 589,043 shares
    Change vs previous 13F +39,361 shares

    1.93% of the 13F portfolio, value $13,677,579.

    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 549,682 shares
    Change vs previous 13F +56,714 shares

    1.78% of the 13F portfolio, value $12,846,059.

    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 492,968 shares
    Change vs previous 13F -25,282 shares

    1.89% of the 13F portfolio, value $11,569,965.

    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 518,250 shares
    Change vs previous 13F -28,283 shares

    2.16% of the 13F portfolio, value $12,044,141.

    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 546,533 shares
    Change vs previous 13F +3,330 shares

    2.57% of the 13F portfolio, value $12,657,716.

    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 543,203 shares
    Change vs previous 13F +283,513 shares

    2.48% of the 13F portfolio, value $12,330,704.

    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 259,690 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $12,340,460.

    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).