Canvas Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $891K | Buy |
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2025
Q1 | $693K | Sell |
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2024
Q4 | $745K | Sell |
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2024
Q3 | $740K | Buy |
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2024
Q2 | $705K | Sell |
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2024
Q1 | $1.89M | Sell |
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2023
Q4 | $1.98M | Sell |
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2023
Q3 | $1.77M | Sell |
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2023
Q2 | $2.66M | Sell |
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2023
Q1 | $2.4M | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $698K | Buy |
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2022
Q1 | $415K | Sell |
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2021
Q4 | $947K | Buy |
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2021
Q3 | $735K | Sell |
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2021
Q2 | $766K | Buy |
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2021
Q1 | $702K | Buy |
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