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Canvas Wealth Advisors, LLC: SCHW position timeline

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

Canvas Wealth Advisors, LLC held 5,773 SCHW 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 5,773 shares
    Change vs previous 13F -533 shares

    0.07% of the 13F portfolio, value $532,679.

    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 6,306 shares
    Change vs previous 13F -2,640 shares

    0.1% of the 13F portfolio, value $592,642.

    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 8,946 shares
    Change vs previous 13F -124 shares

    0.15% of the 13F portfolio, value $893,800.

    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 9,070 shares
    Change vs previous 13F -33 shares

    0.16% of the 13F portfolio, value $853,310.

    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 9,103 shares
    Change vs previous 13F +53 shares

    0.18% of the 13F portfolio, value $891,279.

    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 9,050 shares
    Change vs previous 13F -1,020 shares

    0.18% of the 13F portfolio, value $693,053.

    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 10,070 shares
    Change vs previous 13F -1,352 shares

    0.19% of the 13F portfolio, value $745,284.

    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 11,422 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $740,263.

    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).