Cannon Financial Strategists’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cannon Financial Strategists’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Buy	+7,717	New	+$220K	0.03%	123

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Cannon Financial Strategists's SCHX Position: Q2 2026 in Review

Cannon Financial Strategists opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,717 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings.

1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cannon Financial Strategists held 7,717 shares of Schwab US Large- Cap ETF worth $227K as of Q2 2026.
Schwab US Large- Cap ETF was a new Cannon Financial Strategists position in Q2 2026.
Schwab US Large- Cap ETF made up 0.03% of Cannon Financial Strategists's portfolio in Q2 2026, its #123 holding.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.