Cascadia Advisory Services »

Charles Schwab Corporation shares owned by Cascadia Advisory Services

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cascadia Advisory Services from 13F filings

Historical chart of Cascadia Advisory Services investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Cascadia Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Charles Schwab Corporation by Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $609k 8.4k 72.88
2021-06-30 $722k 9.9k 72.86
2021-03-31 $680k 10k 65.17
2020-09-30 $633k 18k 36.25
2020-06-30 $1.8M 54k 33.74
2019-12-31 $2.1M 44k 47.56

More positions owned by Cascadia Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Harris Associates L.P
Bank of America Corporation
Franklin Resources
Fisher Investments
Alliancebernstein
Flossbach Von Storch
Northern Trust

View all funds holding Charles Schwab Corporation