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Schwab Strategic Tr shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $708k 27k 25.82

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cypress Wealth Services

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jane Street
Pallas Capital Advisors
United Capital Financial Advisers
Creative Planning
Envestnet Asset Management
Fort Point Capital Partners
Wedmont Private Capital
Old Mission Capital
Quantinno Capital Management
Mml Investors Services

View all funds holding Schwab Strategic Tr