SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Canvas Wealth Advisors, LLC's Holding History (CIK: 0001858782)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 405,333 Value ($000) $11,118 Avg Close Range
Q3 2025
Shares 410,502 Value ($000) $11,252 Avg Close Range
Q2 2025
Shares 406,202 Value ($000) $11,049 Avg Close Range
Q1 2025
Shares 345,337 Value ($000) $8,785 Avg Close Range
Q4 2024
Shares 394,157 Value ($000) $10,768 Avg Close Range
Q3 2024
Shares 126,698 Value ($000) $10,710 Avg Close Range
Q2 2024
Shares 128,872 Value ($000) $10,671 Avg Close Range
Q1 2024
Shares 124,386 Value ($000) $9,430 Avg Close Range
Q4 2023
Shares 115,619 Value ($000) $8,818 Avg Close Range
Q3 2023
Shares 141,367 Value ($000) $9,795 Avg Close Range
Q2 2023
Shares 145,545 Value ($000) $10,976 Avg Close Range
Q1 2023
Shares 109,794 Value ($000) $7,885 Avg Close Range
Q4 2022
Shares 76,148 Value ($000) $5,764 Avg Close Range
Q3 2022
Shares 69,539 Value ($000) $5,033 Avg Close Range
Q2 2022
Shares 57,710 Value ($000) $4,134 Avg Close Range
Q1 2022
Shares 8,002 Value ($000) $612 Avg Close Range