CCM
SCHO icon

Cloud Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Cloud Capital Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.44M Sell
347,705
-201,762
-37% -$4.91M 3.68% 7
2025
Q4 		$13.4M Sell
549,467
-581
-0.1% -$14.2K 6.33% 3
2025
Q3 		$13.4M Sell
550,048
-3,294
-0.6% -$80.2K 7.07% 2
2025
Q2 		$13.5M Sell
553,342
-22,170
-4% -$539K 8.39% 2
2025
Q1 		$14M Buy
+575,512
New +$13.9M 9.95% 2

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cloud Capital Management's SCHO Position: Q1 2026 in Review

Cloud Capital Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 37% in Q1 2026, selling an estimated $4.91M and leaving 347,705 shares worth $8.44M. The position accounts for 3.68% of the portfolio, ranked #7.

Cloud Capital Management first reported a position in SCHO in Q1 2025 and has held it in 5 quarters since. The position peaked at $14M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Cloud Capital Management held 347,705 shares of Schwab Short-Term US Treasury ETF worth $8.44M as of Q1 2026.
  • Cloud Capital Management sold 201,762 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $4.91M.
  • Schwab Short-Term US Treasury ETF made up 3.68% of Cloud Capital Management's portfolio in Q1 2026, its #7 holding.
  • Cloud Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Cloud Capital Management's Schwab Short-Term US Treasury ETF position peaked at $14M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.