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Canvas Wealth Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canvas Wealth Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Canvas Wealth Advisors, LLC held 401,118 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,118 shares
    Change vs previous 13F +12,105 shares

    1.77% of the 13F portfolio, value $12,719,440.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 389,013 shares
    Change vs previous 13F -16,320 shares

    2.03% of the 13F portfolio, value $11,934,923.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 405,333 shares
    Change vs previous 13F -5,169 shares

    1.89% of the 13F portfolio, value $11,118,284.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 410,502 shares
    Change vs previous 13F +4,300 shares

    2.05% of the 13F portfolio, value $11,251,853.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 406,202 shares
    Change vs previous 13F +60,865 shares

    2.18% of the 13F portfolio, value $11,048,697.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 345,337 shares
    Change vs previous 13F -48,820 shares

    2.26% of the 13F portfolio, value $8,785,384.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 394,157 shares
    Change vs previous 13F +267,459 shares

    2.7% of the 13F portfolio, value $10,768,364.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 126,698 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $10,709,762.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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