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Cabana LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cabana LLC’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$55K Buy
+2,273
New +$51.6K 0.01% 71
2020
Q1 		– Sell
-2,166
Closed -$59K – 86
2019
Q4 		$59K Buy
+2,166
New +$57.1K 0.01% 74

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Cabana LLC's SCHE Position: Q2 2020 in Review

Cabana LLC opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2020: 2,273 shares worth $55K. The stake represents 0.01% of the portfolio and ranks #71 among its holdings. This is a return to the name: Cabana LLC previously reported a position in SCHE as recently as Q4 2019.

Cabana LLC first reported a position in SCHE in Q4 2019 and has held it in 2 quarters since. The position peaked at $59K in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Cabana LLC held 2,273 shares of Schwab Emerging Markets Equity ETF worth $55K as of Q2 2020.
  • Schwab Emerging Markets Equity ETF was a new Cabana LLC position in Q2 2020.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Cabana LLC's portfolio in Q2 2020, its #71 holding.
  • Cabana LLC first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 2 quarters since.
  • Cabana LLC's Schwab Emerging Markets Equity ETF position peaked at $59K in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.