Canvas Wealth Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1858782 SHAWNEE, KS

Position in SCHW

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$532,674

-$59,963 QoQ

Shares Held

5,773

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,481

of 2,304 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Canvas Wealth Advisors, LLC holds $5,469,174 across 4 Capital Markets names. SCHW ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	42,697	$4,281,655
2	SCHW	Schwab Charles Corp This page	5,773	$532,674
3	MS	Morgan Stanley	2,165	$452,571
4	GS	Goldman Sachs Group Inc	200	$202,274

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,674	5,773	-8.5%	Shares	Sole	2026-07-10
2026-03-31	$592,637	6,306	-29.5%	Shares	Sole	2026-04-28
2025-12-31	$893,794	8,946	-1.4%	Shares	Sole	2026-01-12
2025-09-30	$865,912	9,070	-0.4%	Shares	Sole	2025-11-05
2025-06-30	$830,557	9,103	+0.6%	Shares	Sole	2025-07-30
2025-03-31	$708,434	9,050	-10.1%	Shares	Sole	2025-04-24
2024-12-31	$745,280	10,070	-11.8%	Shares	Sole	2025-01-28
2024-09-30	$740,259	11,422	+5.2%	Shares	Sole	2024-10-15
2024-06-30	$800,347	10,861	-58.4%	Shares	Sole	2024-08-01
2024-03-31	$1,886,627	26,080	-14.1%	Shares	Sole	2024-04-23
2023-12-31	$2,089,662	30,373	-12.8%	Shares	Sole	2024-01-17
2023-09-30	$1,911,892	34,825	-13.0%	Shares	Sole	2023-10-24
2023-06-30	$2,268,957	40,031	-13.8%	Shares	Sole	2023-07-26
2023-03-31	$2,431,846	46,427	+320.4%	Shares	Sole	2023-04-28
2022-06-30	$697,759	11,044	+85.0%	Shares	Sole	2022-07-25
2022-03-31	$503,246	5,969	-47.0%	Shares	Sole	2022-05-09
2021-12-31	$947,050	11,261	+11.6%	Shares	Sole	2022-01-19
2021-09-30	$735,319	10,095	-4.1%	Shares	Sole	2021-10-15
2021-06-30	$766,325	10,525	+1.4%	Shares	Sole	2021-08-02
2021-03-31	$676,242	10,375	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.