Canvas Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Canvas Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7M	Buy	401,118 +12,105	+3%	+$384K	1.77%	16
2026 Q1	$11.9M	Sell	389,013 -16,320	-4%	-$495K	2.03%	14
2025 Q4	$11.1M	Sell	405,333 -5,169	-1%	-$141K	1.89%	17
2025 Q3	$11.3M	Buy	410,502 +4,300	+1%	+$117K	2.05%	15
2025 Q2	$11M	Buy	406,202 +60,865	+18%	+$1.59M	2.18%	14
2025 Q1	$8.79M	Sell	345,337 -48,820	-12%	-$1.36M	2.26%	14
2024 Q4	$10.8M	Buy	394,157 +14,063	+4%	+$400K	2.7%	11
2024 Q3	$10.7M	Sell	380,094 -6,522	-2%	-$178K	2.96%	10
2024 Q2	$10.7M	Buy	386,616 +13,458	+4%	+$350K	3.3%	9
2024 Q1	$9.43M	Buy	373,158 +26,301	+8%	+$679K	3.17%	10
2023 Q4	$8.82M	Sell	346,857 -77,244	-18%	-$1.84M	3.21%	11
2023 Q3	$9.8M	Sell	424,101 -12,534	-3%	-$308K	4.03%	7
2023 Q2	$11M	Buy	436,635 +107,253	+33%	+$2.56M	4.07%	7
2023 Q1	$7.89M	Buy	329,382 +100,938	+44%	+$2.52M	3.31%	10
2022 Q4	$5.76M	Buy	228,444 +19,827	+10%	+$489K	2.41%	12
2022 Q3	$5.03M	Buy	208,617 +35,487	+20%	+$862K	2.14%	12
2022 Q2	$4.13M	Buy	173,130 +149,124	+621%	+$3.79M	1.66%	12
2022 Q1	$612K	Buy	+24,006	New	+$629K	0.22%	80

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Canvas Wealth Advisors's SCHD Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q2 2026, buying an estimated $384K and bringing the position to 401,118 shares worth $12.7M. The position accounts for 1.77% of the portfolio, ranked #16.

Canvas Wealth Advisors first reported a position in SCHD in Q1 2022 and has held it in 18 quarters since. 535 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Canvas Wealth Advisors held 401,118 shares of Schwab US Dividend Equity ETF worth $12.7M as of Q2 2026.
Canvas Wealth Advisors bought 12,105 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $384K.
Schwab US Dividend Equity ETF made up 1.77% of Canvas Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Canvas Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 18 quarters since.
535 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.