CFIA
SCHR

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
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

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's SCHR Position: Q1 2026 in Review

Cantor Fitzgerald Investment Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 1.9% in Q1 2026, buying an estimated $20.7K and bringing the position to 44,728 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #123.

Cantor Fitzgerald Investment Advisors first reported a position in SCHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Cantor Fitzgerald Investment Advisors held 44,728 shares of Schwab Intermediately-Term US Treasury ETF worth $1.11M as of Q1 2026.
  • Cantor Fitzgerald Investment Advisors bought 825 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $20.7K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.08% of Cantor Fitzgerald Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • Cantor Fitzgerald Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.15M in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.