Cantor Fitzgerald Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Sell	216,525 -3,819	-2%	-$131K	0.54%	63
2026 Q1	$6.82M	Sell	220,344 -3,759	-2%	-$120K	0.5%	66
2025 Q4	$6.74M	Buy	224,103 +1,087	+0.5%	+$32.4K	0.5%	69
2025 Q3	$6.61M	Sell	223,016 -38,429	-15%	-$1.12M	0.45%	75
2025 Q2	$7.33M	Buy	261,445 +28,430	+12%	+$750K	0.52%	63
2025 Q1	$6.1M	Buy	233,015 +79,809	+52%	+$2.22M	0.44%	72
2024 Q4	$4.25M	Sell	153,206 -3,733	-2%	-$106K	0.29%	81
2024 Q3	$4.35M	Buy	156,939 +57,861	+58%	+$1.54M	0.3%	80
2024 Q2	$2.57M	Sell	99,078 -3,492	-3%	-$91.4K	0.2%	93
2024 Q1	$2.78M	Sell	102,570 -1,521	-1%	-$38.8K	0.21%	88
2023 Q4	$2.61M	Buy	+104,091	New	+$2.38M	0.2%	87
2022 Q1	$5.75M	Buy	227,340 +19,524	+9%	+$489K	0.26%	80
2021 Q4	$5.57M	Buy	207,816 +8,448	+4%	+$225K	0.34%	75
2021 Q3	$5.09M	Sell	199,368 -10,467	-5%	-$273K	0.38%	74
2021 Q2	$5.47M	Sell	209,835 -66,015	-24%	-$1.71M	0.4%	69
2021 Q1	$6.27M	Buy	275,850 +444	+0.2%	+$10.8K	0.89%	22
2020 Q4	$6.26M	Sell	275,406 -18,138	-6%	-$378K	0.89%	22
2020 Q3	$5.15M	Sell	293,544 -1,029	-0.3%	-$19.1K	0.84%	24
2020 Q2	$5.17M	Buy	294,573 +999	+0.3%	+$16.3K	0.84%	24
2020 Q1	$4.13M	Buy	293,574 +119,025	+68%	+$2.18M	0.76%	23
2019 Q4	$3.5M	Sell	174,549 -3,438	-2%	-$66.6K	0.55%	20
2019 Q3	$3.35M	Sell	177,987 -102,063	-36%	-$1.93M	0.55%	20
2019 Q2	$5.33M	Sell	280,050 -65,472	-19%	-$1.22M	0.83%	18
2019 Q1	$6.38M	Buy	345,522 +37,179	+12%	+$664K	1.01%	18
2018 Q4	$4.93M	Buy	308,343 +239,982	+351%	+$4.19M	0.81%	17
2018 Q3	$1.32M	Sell	68,361 -2,556	-4%	-$48.7K	0.17%	30
2018 Q2	$1.3M	Sell	70,917 -879	-1%	-$15.9K	0.16%	30
2018 Q1	$1.27M	Sell	71,796 -9,237	-11%	-$166K	0.15%	29
2017 Q4	$1.44M	Buy	81,033 +2,694	+3%	+$46.5K	0.17%	30
2017 Q3	$1.31M	Buy	78,339 +10,500	+15%	+$171K	0.16%	31
2017 Q2	$1.09M	Buy	+67,839	New	+$1.08M	0.13%	37

Other funds holding SCHM

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

Cantor Fitzgerald Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, selling an estimated $131K and leaving 216,525 shares worth $7.98M. The position accounts for 0.54% of the portfolio, ranked #63.

Cantor Fitzgerald Investment Advisors first reported a position in SCHM in Q2 2017 and has held it in 31 quarters since. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 216,525 shares of Schwab US Mid-Cap ETF worth $7.98M as of Q2 2026.
Cantor Fitzgerald Investment Advisors sold 3,819 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $131K.
Schwab US Mid-Cap ETF made up 0.54% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #63 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 31 quarters since.
749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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