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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cantor Fitzgerald's SCHM Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 251,538 shares — an estimated $5.67M sold.

Cantor Fitzgerald first reported a position in SCHM in Q2 2022 and held it in 6 quarters. The position peaked at $6.12M in Q2 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Cantor Fitzgerald reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 251,538 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $5.67M.
Cantor Fitzgerald first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's Schwab US Mid-Cap ETF position peaked at $6.12M in Q2 2023.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

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