Cypress Wealth Services, LLC

Position in SCHW — Schwab Charles Corp

CIK 1721527 PALM DESERT, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$727,825

-$90,082 QoQ

Shares Held

7,888

-9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,351

of 2,304 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $3,671,989 across 3 Capital Markets names. SCHW ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,149	$2,173,434
2	MS	Morgan Stanley	3,687	$770,730
3	SCHW	Schwab Charles Corp This page	7,888	$727,825

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,825	7,888	-9.4%	Shares	Sole	2026-07-13
2026-03-31	$817,907	8,703	+0.2%	Shares	Sole	2026-04-15
2025-12-31	$868,117	8,689	+0.9%	Shares	Sole	2026-01-14
2025-09-30	$822,092	8,611	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$784,846	8,602	+3.5%	Shares	Sole	2025-07-28
2025-03-31	$650,741	8,313	+0.0%	Shares	Sole	2025-04-10
2024-12-31	$615,097	8,311	+3.6%	Shares	Sole	2025-01-15
2024-09-30	$520,165	8,026	-1.0%	Shares	Sole	2024-10-09
2024-06-30	$597,699	8,111	+3.8%	Shares	Sole	2024-07-12
2024-03-31	$565,481	7,817	+9.4%	Shares	Sole	2024-04-16
2023-12-31	$491,782	7,148	-1.7%	Shares	Sole	2024-01-11
2023-09-30	$399,123	7,270	+0.4%	Shares	Sole	2023-10-13
2023-06-30	$410,589	7,244	+70.2%	Shares	Sole	2023-07-21
2023-03-31	$222,929	4,256	+23.5%	Shares	Sole	2023-04-07
2022-12-31	$286,913	3,446	+1.1%	Shares	Sole	2023-01-19
2022-09-30	$244,932	3,408	-28.4%	Shares	Sole	2022-10-14
2022-06-30	$300,863	4,762	+6.0%	Shares	Sole	2022-07-27
2022-03-31	$378,636	4,491	+3.1%	Shares	Sole	2022-04-22
2021-12-31	$366,507	4,358	+2.5%	Shares	Sole	2022-01-19
2021-09-30	$309,570	4,250	-5.4%	Shares	Sole	2021-10-13
2021-06-30	$326,989	4,491	+1.3%	Shares	Sole	2021-07-14
2021-03-31	$288,942	4,433	+3.6%	Shares	Sole	2021-04-28
2020-12-31	$226,958	4,279	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.