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Cantor Fitzgerald Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cantor Fitzgerald Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1M Sell
817,494
-15,391
-2% -$439K 1.62% 9
2026
Q1 		$21.4M Sell
832,885
-49,006
-6% -$1.31M 1.57% 10
2025
Q4 		$23.7M Sell
881,891
-20,408
-2% -$545K 1.76% 10
2025
Q3 		$23.8M Sell
902,299
-331,190
-27% -$8.41M 1.62% 13
2025
Q2 		$30.1M Buy
1,233,489
+81,856
+7% +$1.85M 2.13% 7
2025
Q1 		$25.4M Buy
1,151,633
+218,983
+23% +$5.1M 1.85% 9
2024
Q4 		$21.6M Sell
932,650
-19,556
-2% -$456K 1.5% 15
2024
Q3 		$21.5M Buy
952,206
+427,107
+81% +$9.31M 1.46% 16
2024
Q2 		$11.2M Sell
525,099
-68,934
-12% -$1.42M 0.87% 52
2024
Q1 		$12.3M Sell
594,033
-15,243
-3% -$300K 0.91% 48
2023
Q4 		$11.5M Buy
+609,276
New +$10.7M 0.89% 50
2022
Q1 		$19.9M Buy
1,106,544
+172,962
+19% +$3.06M 0.89% 48
2021
Q4 		$17.7M Buy
933,582
+72,030
+8% +$1.33M 1.07% 19
2021
Q3 		$14.9M Sell
861,552
-156,606
-15% -$2.79M 1.1% 20
2021
Q2 		$17.6M Sell
1,018,158
-274,266
-21% -$4.63M 1.3% 15
2021
Q1 		$19.6M Buy
1,292,424
+3,090
+0.2% +$48.4K 2.79% 13
2020
Q4 		$19.5M Sell
1,289,334
-131,808
-9% -$1.89M 2.78% 13
2020
Q3 		$17.6M Sell
1,421,142
-8,442
-0.6% -$112K 2.87% 14
2020
Q2 		$17.7M Sell
1,429,584
-21,666
-1% -$252K 2.88% 14
2020
Q1 		$14.8M Sell
1,451,250
-969,786
-40% -$11.8M 2.72% 13
2019
Q4 		$31M Sell
2,421,036
-22,230
-0.9% -$272K 4.84% 9
2019
Q3 		$28.9M Buy
2,443,266
+568,404
+30% +$6.7M 4.71% 9
2019
Q2 		$21.9M Sell
1,874,862
-16,662
-0.9% -$191K 3.43% 11
2019
Q1 		$21.3M Buy
1,891,524
+225,714
+14% +$2.45M 3.38% 11
2018
Q4 		$16.6M Buy
1,665,810
+1,519,806
+1,041% +$16.3M 2.74% 15
2018
Q3 		$1.69M Sell
146,004
-1,572
-1% -$17.9K 0.21% 26
2018
Q2 		$1.6M Sell
147,576
-774
-0.5% -$8.35K 0.19% 27
2018
Q1 		$1.56M Sell
148,350
-18,804
-11% -$205K 0.19% 27
2017
Q4 		$1.78M Buy
167,154
+3,552
+2% +$36.8K 0.21% 28
2017
Q3 		$1.64M Buy
163,602
+22,458
+16% +$220K 0.2% 28
2017
Q2 		$1.36M Buy
+141,144
New +$1.35M 0.17% 32

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Cantor Fitzgerald Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $439K and leaving 817,494 shares worth $24.1M. The position accounts for 1.62% of the portfolio, ranked #9.

Cantor Fitzgerald Investment Advisors first reported a position in SCHX in Q2 2017 and has held it in 31 quarters since. The position peaked at $31M in Q4 2019. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 817,494 shares of Schwab US Large- Cap ETF worth $24.1M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors sold 15,391 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $439K.
  • Schwab US Large- Cap ETF made up 1.62% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 31 quarters since.
  • Cantor Fitzgerald Investment Advisors's Schwab US Large- Cap ETF position peaked at $31M in Q4 2019.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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