Canvas Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Canvas Wealth Advisors, LLC
- $530 Million
- Q3 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 6,693 shares of SCHM stock, worth $197,242. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,693Holding current value
$197,242% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio