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Charles Schwab Investment Management position in CUBE

CUBESMART · Real Estate

Latest position (Q2 2026)3.76M sh
Reported value held$149.63M
Portfolio Weight0.02%
First reportedQ3 2021
Last changeAdd

Quarter by quarter

QuarterSharesValueChange
Q3 2021 2.12M $102.75M New
Q4 2021 2.31M $131.39M Add
Q1 2022 2.48M $129.21M Add
Q2 2022 2.51M $107.35M Add
Q3 2022 2.50M $100.09M Reduce
Q4 2022 2.63M $105.72M Add
Q1 2023 2.70M $124.75M Add
Q2 2023 2.74M $122.28M Add
Q3 2023 2.78M $106.02M Add
Q4 2023 2.84M $131.75M Add
Q1 2024 2.90M $131.18M Add
Q2 2024 2.90M $130.89M Hold
Q3 2024 3.03M $163.26M Add
Q4 2024 3.12M $133.89M Add
Q1 2025 3.18M $135.96M Add
Q2 2025 3.23M $137.17M Add
Q3 2025 3.24M $131.78M Hold
Q4 2025 3.41M $123.02M Add
Q1 2026 3.59M $131.51M Add
Q2 2026 3.76M $149.63M Add

Dots on the line are colored by change type; missing quarters mean no position was reported.

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