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

Cantor Fitzgerald’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
2023 Q4	–	Sell	-1,519,308	Closed	-$25.6M	–	499
2023 Q3	$25.6M	Sell	1,519,308 -81,090	-5%	-$1.42M	0.69%	36
2023 Q2	$27.9M	Sell	1,600,398 -43,062	-3%	-$711K	0.64%	36
2023 Q1	$26.5M	Sell	1,643,460 -640,854	-28%	-$10.1M	0.56%	37
2022 Q4	$34.4M	Buy	2,284,314 +457,392	+25%	+$6.92M	0.74%	25
2022 Q3	$25.8M	Buy	1,826,922 +943,026	+107%	+$14.8M	0.56%	36
2022 Q2	$13.2M	Buy	+883,896	New	+$14.3M	0.26%	130

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cantor Fitzgerald's SCHX Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2023, closing a stake of 1,519,308 shares — an estimated $25.6M sold.

Cantor Fitzgerald first reported a position in SCHX in Q2 2022 and held it in 6 quarters. The position peaked at $34.4M in Q4 2022. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Cantor Fitzgerald reported no remaining Schwab US Large- Cap ETF position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 1,519,308 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $25.6M.
Cantor Fitzgerald first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's Schwab US Large- Cap ETF position peaked at $34.4M in Q4 2022.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

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