CFIA
Cantor Fitzgerald Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
10,544
+137
| +1% | +$3.27K | 0.02% | 174 |
|
|
2025
Q1 | $224K | Buy |
10,407
+1,526
| +17% | +$32.9K | 0.02% | 174 |
|
|
2024
Q4 | $202K | Buy |
+8,881
| New | +$202K | 0.01% | 181 |
|
|
2022
Q1 | $441K | Buy |
8,253
+4,149
| +101% | +$222K | 0.02% | 261 |
|
|
2021
Q4 | $464K | Sell |
4,104
-480
| -10% | -$54.3K | 0.03% | 261 |
|
|
2021
Q3 | $476K | Sell |
4,584
-150
| -3% | -$15.6K | 0.04% | 119 |
|
|
2021
Q2 | $494K | Sell |
4,734
-500
| -10% | -$52.2K | 0.04% | 122 |
|
|
2021
Q1 | $476K | Hold |
5,234
| – | – | 0.07% | 44 |
|
|
2020
Q4 | $476K | Sell |
5,234
-706
| -12% | -$64.2K | 0.07% | 44 |
|
|
2020
Q3 | $436K | Hold |
5,940
| – | – | 0.07% | 43 |
|
|
2020
Q2 | $436K | Buy |
5,940
+477
| +9% | +$35K | 0.07% | 44 |
|
|
2020
Q1 | $330K | Sell |
5,463
-55
| -1% | -$3.32K | 0.06% | 43 |
|
|
2019
Q4 | $424K | Sell |
5,518
-368
| -6% | -$28.3K | 0.07% | 38 |
|
|
2019
Q3 | $418K | Buy |
5,886
+829
| +16% | +$58.9K | 0.07% | 37 |
|
|
2019
Q2 | $357K | Sell |
5,057
-18
| -0.4% | -$1.27K | 0.06% | 39 |
|
|
2019
Q1 | $345K | Buy |
5,075
+244
| +5% | +$16.6K | 0.05% | 39 |
|
|
2018
Q4 | $290K | Buy |
+4,831
| New | +$290K | 0.05% | 41 |
|