Back to SCHW-PJ
Canvas Wealth Advisors, LLC → SCHW-PJ
Canvas Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
33
Latest value
$246K
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $853K |
| Q3 2025 | $201K |
| Q3 2025 | $390K |
| Q3 2025 | $11.3M |
| Q3 2025 | $253K |
| Q4 2025 | $894K |
| Q4 2025 | $201K |
| Q4 2025 | $403K |
| Q4 2025 | $11.1M |
| Q4 2025 | $244K |
| Q1 2026 | $593K |
| Q1 2026 | $455K |
| Q1 2026 | $330K |
| Q1 2026 | $282K |
| Q1 2026 | $436K |
| Q1 2026 | $11.9M |
| Q1 2026 | $267K |
| Q2 2026 | $533K |
| Q2 2026 | $528K |
| Q2 2026 | $282K |
| Q2 2026 | $302K |
| Q2 2026 | $227K |
| Q2 2026 | $447K |
| Q2 2026 | $12.7M |
| Q2 2026 | $272K |
| Q3 2026 | $501K |
| Q3 2026 | $552K |
| Q3 2026 | $279K |
| Q3 2026 | $290K |
| Q3 2026 | $209K |
| Q3 2026 | $459K |
| Q3 2026 | $13.9M |
| Q3 2026 | $246K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $246K | 9.0K | — | — |
| Q3 2026 | $13.9M | 389.7K | — | — |
| Q3 2026 | $459K | 8.5K | — | — |
| Q3 2026 | $209K | 6.2K | — | — |
| Q3 2026 | $290K | 8.2K | — | — |
| Q3 2026 | $279K | 9.2K | — | — |
| Q3 2026 | $552K | 18.7K | — | — |
| Q3 2026 | $501K | 5.6K | — | — |
| Q2 2026 | $272K | 9.8K | — | — |
| Q2 2026 | $12.7M | 401.1K | — | — |
| Q2 2026 | $447K | 8.5K | — | — |
| Q2 2026 | $227K | 6.3K | — | — |
| Q2 2026 | $302K | 8.2K | — | — |
| Q2 2026 | $282K | 9.6K | — | — |
| Q2 2026 | $528K | 18.2K | — | — |
| Q2 2026 | $533K | 5.8K | — | — |
| Q1 2026 | $267K | 10.8K | — | — |
| Q1 2026 | $11.9M | 389.0K | — | — |
| Q1 2026 | $436K | 8.9K | — | — |
| Q1 2026 | $282K | 9.1K | — | — |
| Q1 2026 | $330K | 12.9K | — | — |
| Q1 2026 | $455K | 18.1K | — | — |
| Q1 2026 | $593K | 6.3K | — | — |
| Q4 2025 | $244K | 10.1K | — | — |
| Q4 2025 | $11.1M | 405.3K | — | — |
| Q4 2025 | $403K | 8.9K | — | — |
| Q4 2025 | $201K | 6.7K | — | — |
| Q4 2025 | $894K | 8.9K | — | — |
| Q3 2025 | $253K | 10.7K | — | — |
| Q3 2025 | $11.3M | 410.5K | — | — |
| Q3 2025 | $390K | 8.9K | — | — |
| Q3 2025 | $201K | 6.7K | — | — |
| Q3 2025 | $853K | 9.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B