Cabana LLC Schwab Strategic U.S. Reit ETF Transaction History

Cabana LLC

$23.5 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	N/A	-1,847 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	N/A	1,847 New	1,847 $65,000
Q1 2020 May 07, 2020	SELL	N/A	-3,114 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	N/A	3,114 New	3,114 $143,000

Others Institutions Holding SCHH

# of Institutions

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

53.9M
Shares

$1.07 Billion
1.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

50.7M
Shares

$1.01 Billion
2.32% of portfolio
Creative Planning Overland Park, KS

28.5M
Shares

$568 Million
0.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

27.3M
Shares

$546 Million
0.13% of portfolio
Us Bancorp \De\

26.1M
Shares

$520 Million
0.74% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cabana LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cabana LLC with notifications on news.