Cannon Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cannon Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,623	Closed	-$265K	–	112
2026 Q1	$265K	Buy	+8,623	New	+$262K	0.2%	72

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cannon Advisors's SCHD Position: Q2 2026 in Review

Cannon Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 8,623 shares — an estimated $265K sold.

Cannon Advisors first reported a position in SCHD in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cannon Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Cannon Advisors sold 8,623 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $265K.
Cannon Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and held it in 1 quarter.
Cannon Advisors's Schwab US Dividend Equity ETF position peaked at $265K in Q1 2026.
2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.