Number of Shares
1.15 Mil
Current Holdings Value*
$25.43 Mil
% of Portfolio
1.85%
Total Estimate Gain
$8.71 Mil
% of Total Estimate Gain
16.80%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-03-31, CANTOR FITZGERALD INVESTMENT ADVISORS L.P. held 1.15 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $25.43 Mil. This investment constitutes 1.85% of their stock portfolio, and CANTOR FITZGERALD INVESTMENT ADVISORS L.P. now holds 0.05% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2018Q2. And since then CANTOR FITZGERALD INVESTMENT ADVISORS L.P. has made 8 purchases of SCHX, at an average price of $27.30, for a total of 1.90 Mil shares. In addition, there have been 14 sales at an average price of $43.05 for 747,717.00 shares. Based on historical transaction data and SCHX's current price of $24.64, CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s estimated gain on his SCHX holdings is $8.71 Mil, reflecting a 16.80% gain to date.

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. SCHX ($24.64) Holding Chart

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. SCHX ($24.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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