Cypress Wealth Services, LLC's ownership history for SCHB

Cypress Wealth Services, LLC currently holds 10.1K shares with a market value of $253.4K. It started holding SCHB on 2024-09-30. At its peak, it held 11.2K shares on 2025-09-30. Its highest holding value was $288.3K on 2025-09-30. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $217.8K on 2024-12-31. In the recent 180 days, Cypress Wealth Services, LLC has decreased its shares by 1.1K. In the recent year, Cypress Wealth Services, LLC has increased its shares by 499.