SEC 13F Intelligence

Cloud Capital Management, LLC / SCHP

Cloud Capital Management, LLC’s Schwab Strategic Tr Position

Does Cloud Capital Management, LLC own Schwab Strategic Tr (SCHP)? Yes — 160.0K shares worth $4M (+1.86% of its 13F portfolio) as of Q1 2026, down from 165.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
160.0K
% of Portfolio
+1.86%
Quarters Held
5
currently held

Position History SCHP

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026160.0K$4M+1.86%
Q4 2025165.6K$4M+2.07%
Q3 2025146.3K$4M+2.08%
Q2 2025165.7K$4M+2.76%
Q1 2025168.9K$5M+3.22%

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 SCHP.