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Schwab Strategic Tr us aggregate b shares owned by Cloud Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cloud Capital Management from 13F filings

Historical chart of Cloud Capital Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Cloud Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 1.3k 23.44

More positions owned by Cloud Capital Management

Dimensional Etf Trust (DFAC)
Schwab Strategic Tr sht tm us tres (SCHO)
Apple (AAPL)
Dimensional Etf Trust (DFAX)
Vanguard Malvern Fds strm infproidx (VTIP)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional International Core Equity 2 ETF (DFIC)
Alphabet Inc Class C cs (GOOG)
Dimensional Etf Trust (DCOR)
Schwab Strategic Tr intrm trm (SCHR)
Schwab Strategic Tr 0 (SCHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Value ETF (VTV)

View all positions for Cloud Capital Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b