Cantor Fitzgerald Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$995K	Sell	41,999 -2,301	-5%	-$55.9K	0.07%	129
2026 Q2	$1.09M	Sell	44,300 -428	-1%	-$10.6K	0.07%	130
2026 Q1	$1.11M	Buy	44,728 +825	+2%	+$20.7K	0.08%	123
2025 Q4	$1.1M	Sell	43,903 -752	-2%	-$18.9K	0.08%	130
2025 Q3	$1.12M	Sell	44,655 -271	-0.6%	-$6.77K	0.08%	135
2025 Q2	$1.12M	Sell	44,926 -1,162	-3%	-$28.8K	0.08%	132
2025 Q1	$1.15M	Buy	46,088 +5,808	+14%	+$142K	0.08%	124
2024 Q4	$978K	Sell	40,280 -238	-0.6%	-$5.86K	0.07%	131
2024 Q3	$1.03M	Buy	+40,518	New	+$1.01M	0.07%	129

Other funds holding SCHR

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's SCHR Position: Q3 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5.2% in Q3 2026, selling an estimated $55.9K and leaving 41,999 shares worth $995K. The position accounts for 0.07% of the portfolio, ranked #129.

Cantor Fitzgerald Investment Advisors first reported a position in SCHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2025. 69 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Cantor Fitzgerald Investment Advisors held 41,999 shares of Schwab Intermediately-Term US Treasury ETF worth $995K as of Q3 2026.
Cantor Fitzgerald Investment Advisors sold 2,301 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $55.9K.
Schwab Intermediately-Term US Treasury ETF made up 0.07% of Cantor Fitzgerald Investment Advisors's portfolio in Q3 2026, its #129 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Cantor Fitzgerald Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.15M in Q1 2025.
69 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.