CWA
Canvas Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
406,202
+60,865
| +18% | +$1.66M | 2.18% | 14 |
|
|
2025
Q1 | $8.79M | Sell |
345,337
-48,820
| -12% | -$1.24M | 2.26% | 14 |
|
|
2024
Q4 | $10.8M | Buy |
394,157
+267,459
| +211% | +$7.31M | 2.7% | 11 |
|
|
2024
Q3 | $10.7M | Sell |
126,698
-2,174
| -2% | -$184K | 2.96% | 10 |
|
|
2024
Q2 | $10.7M | Buy |
128,872
+4,486
| +4% | +$371K | 3.3% | 9 |
|
|
2024
Q1 | $9.43M | Buy |
124,386
+8,767
| +8% | +$665K | 3.17% | 10 |
|
|
2023
Q4 | $8.82M | Sell |
115,619
-25,748
| -18% | -$1.96M | 3.21% | 11 |
|
|
2023
Q3 | $9.8M | Sell |
141,367
-4,178
| -3% | -$289K | 4.03% | 7 |
|
|
2023
Q2 | $11M | Buy |
145,545
+35,751
| +33% | +$2.7M | 4.07% | 7 |
|
|
2023
Q1 | $7.89M | Buy |
109,794
+33,646
| +44% | +$2.42M | 3.31% | 10 |
|
|
2022
Q4 | $5.76M | Buy |
76,148
+6,609
| +10% | +$500K | 2.41% | 12 |
|
|
2022
Q3 | $5.03M | Buy |
69,539
+11,829
| +20% | +$856K | 2.14% | 12 |
|
|
2022
Q2 | $4.13M | Buy |
57,710
+49,708
| +621% | +$3.56M | 1.66% | 12 |
|
|
2022
Q1 | $612K | Buy |
+8,002
| New | +$612K | 0.22% | 80 |
|