Charles Schwab’s CareCloud CCLD Stock Holding History

Charles Schwab’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,649	Closed	-$35.7K	–	3623
2023 Q1	$35.7K	Buy	+10,649	New	+$37.2K	﹤0.01%	3413

Other funds holding CCLD

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab's CCLD Position: Q2 2023 in Review

Charles Schwab sold out of CareCloud (CCLD) in Q2 2023, closing a stake of 10,649 shares — an estimated $35.7K sold.

Charles Schwab first reported a position in CCLD in Q1 2023 and held it in 1 quarter. The position peaked at $35.7K in Q1 2023. 30 funds tracked by Wall St. Rank hold CCLD as of Q2 2023.

Charles Schwab reported no remaining CareCloud position as of Q2 2023 after selling out during the quarter.
Charles Schwab sold 10,649 CareCloud shares in Q2 2023, an estimated $35.7K.
Charles Schwab first reported a position in CareCloud in Q1 2023 and held it in 1 quarter.
Charles Schwab's CareCloud position peaked at $35.7K in Q1 2023.
30 funds tracked by Wall St. Rank held CareCloud as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.