CA
SCHD icon

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

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
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. 2,129 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.
  • 2,129 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.