Cabana LLC Schwab Strategic Tr 1000 Index Transaction History

Cabana LLC

$17.9 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$36.87 - $39.72 $2,654 - $2,859	-72 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$23.93 - $31.78 $1,722 - $2,288	72 New	72 $2,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

44.4M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$828 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$202 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.2 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60.7 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.9 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

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.