Cabana LLC Schwab Intermediate Term Us Tr Transaction History

Cabana LLC

$21.8 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$56.41 - $58.25 $11,733 - $12,116	-208 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$58.18 - $58.86 $12,101 - $12,242	208 New	208 $12,000

Others Institutions Holding SCHR

# of Institutions

405

Shares Held

142M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$4.2 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$511 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$236 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$189 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$89.9 Million
8.79% of portfolio

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