Cantor Fitzgerald Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cantor Fitzgerald Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$288K	Buy	9,950 +8	+0.1%	+$224	0.02%	173
2026 Q1	$250K	Sell	9,942 -9	-0.1%	-$236	0.02%	171
2025 Q4	$261K	Sell	9,951 -217	-2%	-$5.65K	0.02%	171
2025 Q3	$261K	Sell	10,168 -376	-4%	-$9.31K	0.02%	176
2025 Q2	$251K	Buy	10,544 +137	+1%	+$3.02K	0.02%	174
2025 Q1	$224K	Buy	10,407 +1,526	+17%	+$34.7K	0.02%	174
2024 Q4	$202K	Buy	+8,881	New	+$203K	0.01%	181
2022 Q1	$441K	Buy	24,759 +135	+0.5%	+$2.37K	0.02%	261
2021 Q4	$464K	Sell	24,624 -2,880	-10%	-$53K	0.03%	261
2021 Q3	$476K	Sell	27,504 -900	-3%	-$16K	0.04%	119
2021 Q2	$494K	Sell	28,404 -3,000	-10%	-$50.8K	0.04%	122
2021 Q1	$476K	Hold	31,404	–	–	0.07%	44
2020 Q4	$476K	Sell	31,404 -4,236	-12%	-$60.3K	0.07%	44
2020 Q3	$436K	Hold	35,640	–	–	0.07%	43
2020 Q2	$436K	Buy	35,640 +2,862	+9%	+$33K	0.07%	44
2020 Q1	$330K	Sell	32,778 -330	-1%	-$3.99K	0.06%	43
2019 Q4	$424K	Sell	33,108 -2,208	-6%	-$27.1K	0.07%	38
2019 Q3	$418K	Buy	35,316 +4,974	+16%	+$58.8K	0.07%	37
2019 Q2	$357K	Sell	30,342 -108	-0.4%	-$1.25K	0.06%	39
2019 Q1	$345K	Buy	30,450 +1,464	+5%	+$16K	0.05%	39
2018 Q4	$290K	Buy	+28,986	New	+$313K	0.05%	41

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

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

Cantor Fitzgerald Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.08% in Q2 2026, buying an estimated $224 and bringing the position to 9,950 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #173.

Cantor Fitzgerald Investment Advisors first reported a position in SCHB in Q4 2018 and has held it in 21 quarters since. The position peaked at $494K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 9,950 shares of Schwab US Broad Market ETF worth $288K as of Q2 2026.
Cantor Fitzgerald Investment Advisors bought 8 Schwab US Broad Market ETF shares in Q2 2026, an estimated $224.
Schwab US Broad Market ETF made up 0.02% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #173 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 21 quarters since.
Cantor Fitzgerald Investment Advisors's Schwab US Broad Market ETF position peaked at $494K in Q2 2021.
1,030 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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