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Canvas Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Canvas Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Sell
9,583
-3,287
-26% -$93.9K 0.04% 197
2026
Q1 		$330K Buy
+12,870
New +$345K 0.06% 169

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Canvas Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q2 2026, selling an estimated $93.9K and leaving 9,583 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #197.

Canvas Wealth Advisors first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. The position peaked at $330K in Q1 2026. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Canvas Wealth Advisors held 9,583 shares of Schwab US Large- Cap ETF worth $282K as of Q2 2026.
  • Canvas Wealth Advisors sold 3,287 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $93.9K.
  • Schwab US Large- Cap ETF made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Canvas Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Canvas Wealth Advisors's Schwab US Large- Cap ETF position peaked at $330K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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