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 Q2	$9.29M	Buy	384,908 +37,203	+11%	+$899K	3.39%	6
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cloud Capital Management's SCHO Position: Q2 2026 in Review

Cloud Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 11% in Q2 2026, buying an estimated $899K and bringing the position to 384,908 shares worth $9.29M. The position accounts for 3.39% of the portfolio, ranked #6.

Cloud Capital Management first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. The position peaked at $14M in Q1 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Cloud Capital Management held 384,908 shares of Schwab Short-Term US Treasury ETF worth $9.29M as of Q2 2026.
Cloud Capital Management bought 37,203 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $899K.
Schwab Short-Term US Treasury ETF made up 3.39% of Cloud Capital Management's portfolio in Q2 2026, its #6 holding.
Cloud Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Cloud Capital Management's Schwab Short-Term US Treasury ETF position peaked at $14M in Q1 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.