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Schwab U S Small Cap ETF shares owned by Cascadia Advisory Services

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cascadia Advisory Services from 13F filings

Historical chart of Cascadia Advisory Services investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Cascadia Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $969k 9.7k 100.06
2021-06-30 $1.1M 10k 104.20
2021-03-31 $997k 10k 99.68

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 Schwab U S Small Cap ETF

Empower Advisory Group
Bank of America Corporation
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
Savant Capital Management
UBS Group
Steele Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Small Cap ETF