Cascadia Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$969K Sell
38,736
-1,800
-4% -$45K 0.2% 122
2021
Q2
$1.06M Buy
40,536
+528
+1% +$13.8K 0.23% 114
2021
Q1
$997K Buy
+40,008
New +$997K 0.22% 118