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Cabana LLC’s Schwab US REIT ETF SCHH Stock Holding History

Cabana LLC’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$65K Buy
+3,694
New +$64.1K 0.01% 64
2020
Q1 		– Sell
-6,228
Closed -$143K – 87
2019
Q4 		$143K Buy
+6,228
New +$145K 0.02% 57

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cabana LLC's SCHH Position: Q2 2020 in Review

Cabana LLC opened a new position in Schwab US REIT ETF (SCHH) in Q2 2020: 3,694 shares worth $65K. The stake represents 0.01% of the portfolio and ranks #64 among its holdings. This is a return to the name: Cabana LLC previously reported a position in SCHH as recently as Q4 2019.

Cabana LLC first reported a position in SCHH in Q4 2019 and has held it in 2 quarters since. The position peaked at $143K in Q4 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Cabana LLC held 3,694 shares of Schwab US REIT ETF worth $65K as of Q2 2020.
  • Schwab US REIT ETF was a new Cabana LLC position in Q2 2020.
  • Schwab US REIT ETF made up 0.01% of Cabana LLC's portfolio in Q2 2020, its #64 holding.
  • Cabana LLC first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 2 quarters since.
  • Cabana LLC's Schwab US REIT ETF position peaked at $143K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

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