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Cloud Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cloud Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-480
Closed -$13K – 1232
2025
Q3 		$13K Buy
+480
New +$13.1K 0.01% 311

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Cloud Capital Management's SCHD Position: Q4 2025 in Review

Cloud Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 480 shares — an estimated $13K sold.

Cloud Capital Management first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $13K in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Cloud Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 480 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $13K.
  • Cloud Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Schwab US Dividend Equity ETF position peaked at $13K in Q3 2025.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.