Cascadia Advisory Services’s Charles Schwab SCHW Stock Holding History

Cascadia Advisory Services’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$609K	Sell
2021 Q2	$722K	Sell
2021 Q1	$680K	Buy
2020 Q3	$633K	Sell
2020 Q2	$1.81M	Buy
2019 Q4	$2.09M	Buy