SCHO β€” SCHWAB SHORT-TERM US TREASURY

Ownership history in Cloud Capital Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Cloud Capital Management, LLC reported SCHWAB SHORT-TERM US TREASURY (SCHO) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 9.95% in 2025 Q1. The latest visible filing shows SCHO at 6.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cloud Capital Management, LLC's position in SCHWAB SHORT-TERM US TREASURY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHO was reported at 6.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.95% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cloud Capital Management, LLC held SCHO β€” position size vs. price
% of Fund (quarterly)    SCHO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 549,467 -581 -0.1% 6.33% $13K 2026-02-14 (Est.) $24.35
2025 Q3 REDUCED 550,048 -25,464 -4.4% 7.07% $13K 2025-11-03 $24.03
2025 Q1 INITIATED 575,512 β€” β€” 9.95% $14K 2025-04-29 $23.56

FAQ About Cloud Capital Management, LLC and SCHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cloud Capital Management, LLC reported owning SCHO?

Cloud Capital Management, LLC reported SCHO across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SCHO position in Cloud Capital Management, LLC's portfolio?

The largest reported portfolio weight for SCHO was 9.95% in 2025 Q1.

What is the latest reported SCHO position on this page?

The most recent filing on this page is 2025 Q4, when Cloud Capital Management, LLC reported 549,467 shares, equal to 6.33% of portfolio, with an estimated market value of $13K.

What does the chart on this SCHO ownership page compare?

The chart compares Cloud Capital Management, LLC's quarterly SCHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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