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Cloud Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cloud Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-510
Closed -$14K – 1238
2025
Q3 		$14K Buy
+510
New +$14.5K 0.01% 302

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MGIA
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Cloud Capital Management's SCHV Position: Q4 2025 in Review

Cloud Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q4 2025, closing a stake of 510 shares — an estimated $14K sold.

Cloud Capital Management first reported a position in SCHV in Q3 2025 and held it in 1 quarter. The position peaked at $14K in Q3 2025. 933 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • Cloud Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 510 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $14K.
  • Cloud Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Schwab US Large-Cap Value ETF position peaked at $14K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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