Cloud Capital Management, LLC Schwab Intermediate Term Us Tr Transaction History
Cloud Capital Management, LLC
- $190 Million
- Q3 2025
A detailed history of Cloud Capital Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cloud Capital Management, LLC holds 165,617 shares of SCHR stock, worth $4.16 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
165,617
Previous 177,509
6.7%
Holding current value
$4.16 Million
Previous $4.44 Million
6.35%
% of portfolio
2.19%
Previous 2.91%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
517Shares Held
385MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA228MShares$5.73 Billion0.95% of portfolio
-
Royal Bank Of Canada Toronto, A619.6MShares$491 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.7MShares$344 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.61MShares$216 Million0.21% of portfolio
-
Jpmorgan Chase & CO New York, NY4.9MShares$123 Million0.01% of portfolio