Cloud Capital Management, LLC SCHR Holdings History
Number of Shares
180,508.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
3.18%
Total Estimate Gain
$55,957.48
% of Total Estimate Gain
1.27%
Cloud Capital Management, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Cloud Capital Management, LLC held 180,508.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $4.49 Mil. This investment constitutes 3.18% of their stock portfolio, and Cloud Capital Management, LLC now holds 0.04% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHR's current price of $24.79, Cloud Capital Management, LLC's estimated gain on his SCHR holdings is $55,957.48, reflecting a 1.27% gain to date.
Cloud Capital Management, LLC SCHR ($24.79) Holding Chart
Cloud Capital Management, LLC SCHR ($24.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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