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Cascadia Advisory Services, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascadia Advisory Services, LLC on SCHW, newest first. How the timeline and the estimate are built.

Cascadia Advisory Services, LLC held 8,356 SCHW shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 8,356 shares
    Change vs previous 13F -1,554 shares

    0.12% of the 13F portfolio, value $609,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-06-30
    13F 9,910 shares
    Change vs previous 13F -524 shares

    0.16% of the 13F portfolio, value $722,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-03-31
    13F 10,434 shares
    Change vs previous 13F -7,030 shares

    0.15% of the 13F portfolio, value $680,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-09-30
    13F 17,464 shares
    Change vs previous 13F -36,188 shares

    0.18% of the 13F portfolio, value $633,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-06-30
    13F 53,652 shares
    Change vs previous 13F +9,794 shares

    0.55% of the 13F portfolio, value $1,810,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-12-31
    13F 43,858 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,086,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).