SEC 13F Intelligence

Cloud Capital Management, LLC / SCHO

Cloud Capital Management, LLC’s Schwab Strategic Tr Position

Does Cloud Capital Management, LLC own Schwab Strategic Tr (SCHO)? Yes — 347.7K shares worth $8M (+3.68% of its 13F portfolio) as of Q1 2026, down from 549.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
347.7K
% of Portfolio
+3.68%
Quarters Held
5
currently held

Position History SCHO

Reported value by quarter
Q1 ’25: $14MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026347.7K$8M+3.68%
Q4 2025549.5K$13M+6.33%
Q3 2025550.0K$13M+7.07%
Q2 2025553.3K$13M+8.39%
Q1 2025575.5K$14M+9.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cloud Capital Management, LLC’s full portfolio or all institutional holders of SCHO.