Cannon Wealth Management Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cannon Wealth Management Services’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	$206K	Sell	6,499 -150	-2%	-$4.76K	0.11%	95
2026 Q1	$204K	Buy	+6,649	New	+$202K	0.14%	83

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Wealth Management Services's SCHD Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.3% in Q2 2026, selling an estimated $4.76K and leaving 6,499 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #95.

Cannon Wealth Management Services first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cannon Wealth Management Services held 6,499 shares of Schwab US Dividend Equity ETF worth $206K as of Q2 2026.
Cannon Wealth Management Services sold 150 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.76K.
Schwab US Dividend Equity ETF made up 0.11% of Cannon Wealth Management Services's portfolio in Q2 2026, its #95 holding.
Cannon Wealth Management Services first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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