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

Cantor Fitzgerald’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
2023
Q4 		– Sell
-251,538
Closed -$5.67M – 498
2023
Q3 		$5.67M Sell
251,538
-6,951
-3% -$165K 0.15% 169
2023
Q2 		$6.12M Sell
258,489
-3,831
-1% -$86.3K 0.14% 186
2023
Q1 		$5.93M Buy
262,320
+8,682
+3% +$200K 0.13% 226
2022
Q4 		$5.55M Sell
253,638
-32,382
-11% -$710K 0.12% 228
2022
Q3 		$5.77M Buy
286,020
+84,759
+42% +$1.89M 0.13% 211
2022
Q2 		$4.21M Buy
+201,261
New +$4.64M 0.08% 266

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return