Skip to main content
Livermore
Livermore
ZHEN

Canvas Wealth Advisors, LLC

SEC CIK
0001858782
Latest filing
Jul 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Canvas Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
5,773
Value
$532.7K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of SCHW by Canvas Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,773$532.7K0.1%−533−8.5%ReducedHolders
Q1 20266,306$592.6K0.1%−2,640−29.5%ReducedHolders
Q4 20258,946$893.8K0.2%−124−1.4%ReducedHolders
Q3 20259,070$853.3K0.2%−33−0.4%ReducedHolders
Q2 20259,103$891.3K0.2%+53+0.6%AddedHolders
Q1 20259,050$693.1K0.2%−1,020−10.1%ReducedHolders
Q4 202410,070$745.3K0.2%−1,352−11.8%ReducedHolders
Q3 202411,422$740.3K0.2%+561+5.2%AddedHolders
Q2 202410,861$705.0K0.2%−15,219−58.4%ReducedHolders
Q1 202426,080$1.89M0.6%−4,293−14.1%ReducedHolders
Q4 202330,373$1.98M0.7%−4,452−12.8%ReducedHolders
Q3 202334,825$1.77M0.7%−5,206−13.0%ReducedHolders
Q2 202340,031$2.66M1.0%−6,396−13.8%ReducedHolders
Q1 202346,427$2.40M1.0%+46,427NewHolders
Q3 20220$00.0%−11,044−100.0%Sold outHolders
Q2 202211,044$698.0K0.3%+5,075+85.0%AddedHolders
Q1 20225,969$415.0K0.2%−5,292−47.0%ReducedHolders
Q4 202111,261$947.0K0.3%+1,166+11.6%AddedHolders
Q3 202110,095$735.0K0.3%−430−4.1%ReducedHolders
Q2 202110,525$766.0K0.3%+150+1.4%AddedHolders
Q1 202110,375$702.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.