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Cantor Fitzgerald’s Schwab US Broad Market ETF SCHB Stock Holding History

Cantor Fitzgerald’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,601
Closed -$542K – 497
2023
Q3 		$542K Sell
32,601
-48
-0.1% -$831 0.01% 317
2023
Q2 		$563K Sell
32,649
-3,333
-9% -$54.3K 0.01% 356
2023
Q1 		$574K Sell
35,982
-1,536
-4% -$24K 0.01% 423
2022
Q4 		$560K Buy
37,518
+741
+2% +$11.1K 0.01% 450
2022
Q3 		$515K Buy
36,777
+13,464
+58% +$209K 0.01% 500
2022
Q2 		$343K Buy
+23,313
New +$374K 0.01% 590

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cantor Fitzgerald's SCHB Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 32,601 shares — an estimated $542K sold.

Cantor Fitzgerald first reported a position in SCHB in Q2 2022 and held it in 6 quarters. The position peaked at $574K in Q1 2023. 1,035 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Cantor Fitzgerald reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Cantor Fitzgerald sold 32,601 Schwab US Broad Market ETF shares in Q4 2023, an estimated $542K.
  • Cantor Fitzgerald first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 6 quarters.
  • Cantor Fitzgerald's Schwab US Broad Market ETF position peaked at $574K in Q1 2023.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.