CCM
SCHR

Cloud Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cloud Capital Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.38M Sell
340,018
-15,659
-4% -$387K 3.06% 9
2026
Q1 		$8.86M Buy
355,677
+116,886
+49% +$2.93M 3.86% 5
2025
Q4 		$5.99M Buy
238,791
+73,174
+44% +$1.84M 2.83% 11
2025
Q3 		$4.16M Sell
165,617
-11,892
-7% -$297K 2.19% 11
2025
Q2 		$4.44M Sell
177,509
-2,999
-2% -$74.3K 2.77% 10
2025
Q1 		$4.49M Buy
+180,508
New +$4.42M 3.19% 7

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Cloud Capital Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.4% in Q2 2026, selling an estimated $387K and leaving 340,018 shares worth $8.38M. The position accounts for 3.06% of the portfolio, ranked #9.

Cloud Capital Management first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.86M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Cloud Capital Management held 340,018 shares of Schwab Intermediately-Term US Treasury ETF worth $8.38M as of Q2 2026.
  • Cloud Capital Management sold 15,659 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $387K.
  • Schwab Intermediately-Term US Treasury ETF made up 3.06% of Cloud Capital Management's portfolio in Q2 2026, its #9 holding.
  • Cloud Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Cloud Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $8.86M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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