Charles Schwab Corporation shares owned by Canvas Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Canvas Wealth Advisors
from 13F filings
Historical chart of Canvas Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Canvas Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 26k | 72.50 |
| 2023-12-31 | $2.0M | 30k | 65.23 |
| 2023-09-30 | $1.8M | 35k | 50.87 |
| 2023-06-30 | $2.7M | 40k | 66.56 |
| 2023-03-31 | $2.4M | 46k | 51.73 |
| 2022-06-30 | $698k | 11k | 63.20 |
| 2022-03-31 | $415k | 6.0k | 69.53 |
| 2021-12-31 | $947k | 11k | 84.10 |
| 2021-09-30 | $735k | 10k | 72.81 |
| 2021-06-30 | $766k | 11k | 72.78 |
| 2021-03-31 | $702k | 10k | 67.66 |