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Schwab Strategic Tr intrm trm shares owned by Cloud Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Cloud Capital Management from 13F filings

Historical chart of Cloud Capital Management investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Cloud Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Cloud Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0M 239k 25.08
2025-09-30 $4.2M 166k 25.12
2025-06-30 $4.4M 178k 25.01
2025-03-31 $4.5M 181k 24.71

More positions owned by Cloud Capital Management

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Apple Stock (AAPL)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Avantis U.s. Equity Etf Etf (AVUS)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Schwab Us Tips Etf Etf (SCHP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

View all positions for Cloud Capital Management

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Exchange Traded Concepts
Cornerstone Wealth Advisors
Moisand Fitzgerald Tamayo
Envestnet Asset Management
Pacific Sage Partners
State Street Corporation
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
HPM Partners

View all funds holding Schwab Strategic Tr intrm trm