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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
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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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

Cannon Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.69% in Q1 2026, selling an estimated $95.9K and leaving 432,843 shares worth $13.4M. The position accounts for 10.89% of the portfolio, ranked #3.

Cannon Capital Management first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Cannon Capital Management held 432,843 shares of Schwab US Mid-Cap ETF worth $13.4M as of Q1 2026.
  • Cannon Capital Management sold 3,012 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $95.9K.
  • Schwab US Mid-Cap ETF made up 10.89% of Cannon Capital Management's portfolio in Q1 2026, its #3 holding.
  • Cannon Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cannon Capital Management's 13F filing for Q1 2026, filed 7 May 2026.