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Cloud Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cloud Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-90
Closed -$2K – 1236
2025
Q3 		$2K Buy
+90
New +$2.62K ﹤0.01% 714

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MGIA
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HighTower Advisors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
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LWMT
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Cloud Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 90 shares — an estimated $2K sold.

Cloud Capital Management first reported a position in SCHM in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Cloud Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 90 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $2K.
  • Cloud Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Schwab US Mid-Cap ETF position peaked at $2K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

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