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Cantor Fitzgerald Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cantor Fitzgerald Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Sell
50,932
-293
-0.6% -$9.68K 0.12% 109
2026
Q1 		$1.49M Sell
51,225
-3,325
-6% -$99.7K 0.11% 107
2025
Q4 		$1.55M Sell
54,550
-324
-0.6% -$9.15K 0.12% 110
2025
Q3 		$1.53M Sell
54,874
-11,403
-17% -$305K 0.1% 118
2025
Q2 		$1.68M Buy
66,277
+5,015
+8% +$119K 0.12% 114
2025
Q1 		$1.44M Buy
61,262
+27,972
+84% +$713K 0.1% 114
2024
Q4 		$861K Sell
33,290
-532
-2% -$14.2K 0.06% 136
2024
Q3 		$871K Buy
33,822
+15,454
+84% +$384K 0.06% 135
2024
Q2 		$436K Sell
18,368
-1,130
-6% -$26.8K 0.03% 132
2024
Q1 		$480K Sell
19,498
-680
-3% -$15.9K 0.04% 129
2023
Q4 		$477K Buy
+20,178
New +$425K 0.04% 127
2022
Q1 		$1.5M Buy
63,196
+4,816
+8% +$114K 0.07% 163
2021
Q4 		$1.5M Sell
58,380
-588
-1% -$15.2K 0.09% 161
2021
Q3 		$1.48M Sell
58,968
-3,880
-6% -$98.5K 0.11% 98
2021
Q2 		$1.64M Sell
62,848
-93,124
-60% -$2.38M 0.12% 96
2021
Q1 		$3.47M Buy
155,972
+184
+0.1% +$4.53K 0.49% 26
2020
Q4 		$3.47M Sell
155,788
-15,400
-9% -$307K 0.49% 26
2020
Q3 		$2.8M Sell
171,188
-716
-0.4% -$12.3K 0.46% 27
2020
Q2 		$2.81M Sell
171,904
-3,784
-2% -$56.7K 0.46% 27
2020
Q1 		$2.26M Buy
175,688
+67,228
+62% +$1.14M 0.42% 27
2019
Q4 		$2.05M Sell
108,460
-904
-0.8% -$16.4K 0.32% 25
2019
Q3 		$1.91M Sell
109,364
-8,168
-7% -$144K 0.31% 25
2019
Q2 		$2.1M Sell
117,532
-40,648
-26% -$719K 0.33% 25
2019
Q1 		$2.77M Sell
158,180
-46,868
-23% -$802K 0.44% 21
2018
Q4 		$3.11M Buy
205,048
+149,968
+272% +$2.53M 0.51% 20
2018
Q3 		$1.05M Sell
55,080
-508
-0.9% -$9.69K 0.13% 33
2018
Q2 		$1.02M Sell
55,588
-296
-0.5% -$5.36K 0.12% 33
2018
Q1 		$966K Sell
55,884
-4,744
-8% -$83.6K 0.12% 32
2017
Q4 		$1.06M Buy
60,628
+25,572
+73% +$438K 0.13% 34
2017
Q3 		$590K Buy
35,056
+2,424
+7% +$39K 0.07% 38
2017
Q2 		$521K Buy
+32,632
New +$515K 0.06% 41

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's SCHA Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.57% in Q2 2026, selling an estimated $9.68K and leaving 50,932 shares worth $1.84M. The position accounts for 0.12% of the portfolio, ranked #109.

Cantor Fitzgerald Investment Advisors first reported a position in SCHA in Q2 2017 and has held it in 31 quarters since. The position peaked at $3.47M in Q1 2021. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 50,932 shares of Schwab U.S Small- Cap ETF worth $1.84M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors sold 293 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.68K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 31 quarters since.
  • Cantor Fitzgerald Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $3.47M in Q1 2021.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.