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

Cannon Financial Strategists’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
2025 Q2	–	Sell	-17,115	Closed	-$479K	–	105
2025 Q1	$479K	Hold	17,115	–	–	0.08%	63
2024 Q4	$468K	Buy	17,115 +1,491	+10%	+$42.4K	0.08%	62
2024 Q3	$440K	Hold	15,624	–	–	0.08%	65
2024 Q2	$405K	Hold	15,624	–	–	0.08%	62
2024 Q1	$420K	Buy	15,624 +3,417	+28%	+$88.3K	0.08%	61
2023 Q4	$310K	Hold	12,207	–	–	0.07%	69
2023 Q3	$288K	Buy	12,207 +1,608	+15%	+$39.5K	0.07%	68
2023 Q2	$257K	Buy	+10,599	New	+$253K	0.07%	75

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cannon Financial Strategists's SCHD Position: Q2 2025 in Review

Cannon Financial Strategists sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 17,115 shares — an estimated $479K sold.

Cannon Financial Strategists first reported a position in SCHD in Q2 2023 and held it in 8 quarters. The position peaked at $479K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Cannon Financial Strategists reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Cannon Financial Strategists sold 17,115 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $479K.
Cannon Financial Strategists first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 8 quarters.
Cannon Financial Strategists's Schwab US Dividend Equity ETF position peaked at $479K in Q1 2025.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Cannon Financial Strategists's 13F filing for Q2 2025, filed 6 Aug 2025.