Canvas Wealth Advisors »

Schwab Strategic Tr shares owned by Canvas Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Canvas Wealth Advisors from 13F filings

Historical chart of Canvas Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Canvas Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Canvas Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 10k 23.27
2023-09-30 $297k 13k 22.23
2023-06-30 $287k 12k 24.67

More positions owned by Canvas Wealth Advisors

Microsoft Corporation (MSFT)
Custom Truck One Source Com Cl A (CTOS)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Us Gwt (IUSG)
Amazon (AMZN)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Uber Technologies (UBER)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Advanced Micro Devices (AMD)
American Centy Etf Tr Intl Eqt Etf (AVDE)
3M Company (MMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Canvas Wealth Advisors

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
HighTower Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr