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
2025
Q1
$693K Sell
2024
Q4
$745K Sell
2024
Q3
$740K Buy
2024
Q2
$705K Sell
2024
Q1
$1.89M Sell
2023
Q4
$1.98M Sell
2023
Q3
$1.77M Sell
2023
Q2
$2.66M Sell
2023
Q1
$2.4M Buy
2022
Q3
Sell
2022
Q2
$698K Buy
2022
Q1
$415K Sell
2021
Q4
$947K Buy
2021
Q3
$735K Sell
2021
Q2
$766K Buy
2021
Q1
$702K Buy