Cantor Fitzgerald Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $202K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $436K | Hold |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $290K | Buy |
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