Cabana LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Cabana LLC’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$12K	Buy	+416	New	+$12.2K	﹤0.01%	106

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cabana LLC's SCHR Position: Q2 2020 in Review

Cabana LLC opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2020: 416 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #106 among its holdings.

256 funds tracked by Wall St. Rank hold SCHR as of Q2 2020.

Cabana LLC held 416 shares of Schwab Intermediately-Term US Treasury ETF worth $12K as of Q2 2020.
Schwab Intermediately-Term US Treasury ETF was a new Cabana LLC position in Q2 2020.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Cabana LLC's portfolio in Q2 2020, its #106 holding.
256 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2020.

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