CCM
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Cannon Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cannon Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Sell
425,771
-7,072
-2% -$243K 13.33% 1
2026
Q1 		$13.4M Sell
432,843
-3,012
-0.7% -$95.9K 10.89% 3
2025
Q4 		$13.1M Buy
+435,855
New +$13M 11.53% 2

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Capital Management's SCHM Position: Q2 2026 in Review

Cannon Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q2 2026, selling an estimated $243K and leaving 425,771 shares worth $15.7M. The position accounts for 13.33% of the portfolio, ranked #1.

Cannon Capital Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cannon Capital Management held 425,771 shares of Schwab US Mid-Cap ETF worth $15.7M as of Q2 2026.
  • Cannon Capital Management sold 7,072 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $243K.
  • Schwab US Mid-Cap ETF made up 13.33% of Cannon Capital Management's portfolio in Q2 2026, its #1 holding.
  • Cannon Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cannon Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.