Nfp Retirement, Inc. Schwab Strategic Tr Us Broad M Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

A detailed history of Nfp Retirement, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nfp Retirement, Inc. holds 106,959 shares of SCHB stock, worth $2.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

106,959

Previous 35,992 197.17%

Holding current value

$2.5 Million

Previous $2.39 Billion 1.41%

% of portfolio

0.19%

Previous 0.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $1.56 Million - $4.74 Million	70,967 Added 197.17%	106,959 $2.43 Billion
Q3 2024 Feb 13, 2025	SELL	$59.93 - $66.52 $113,447 - $125,922	-1,893 Reduced 5.0%	35,992 $2.39 Billion
Q2 2024 Feb 13, 2025	BUY	$57.57 - $63.3 $29,993 - $32,979	521 Added 1.39%	37,885 $2.38 Billion
Q1 2024 Feb 13, 2025	BUY	$54.61 - $61.05 $15,836 - $17,704	290 Added 0.78%	37,364 $2.28 Billion
Q4 2023 Feb 13, 2025	BUY	$47.61 - $55.91 $10,617 - $12,467	223 Added 0.61%	37,074 $2.06 Billion
Q3 2023 Feb 13, 2025	SELL	$49.59 - $53.57 $2.48 Million - $2.67 Million	-49,925 Reduced 57.53%	36,851 $1.84 Billion
Q2 2023 Feb 13, 2025	BUY	$47.08 - $51.7 $3.69 Million - $4.05 Million	78,433 Added 940.11%	86,776 $4.49 Billion
Q1 2023 Feb 13, 2025	SELL	$44.47 - $49.23 $256,903 - $284,401	-5,777 Reduced 40.91%	8,343 $399 Million
Q4 2022 Feb 13, 2025	SELL	$41.94 - $47.81 $20,970 - $23,905	-500 Reduced 3.42%	14,120 $633 Million
Q3 2022 Feb 13, 2025	BUY	$41.99 - $50.63 $335 - $405	8 Added 0.05%	14,620 $614 Million
Q2 2022 Feb 13, 2025	BUY	$42.93 - $53.98 $36,318 - $45,667	846 Added 6.15%	14,612 $646 Million
Q1 2022 Feb 13, 2025	BUY	$49.15 - $56.85 $343,607 - $397,438	6,991 Added 103.19%	13,766 $735 Million
Q4 2021 Feb 13, 2025	SELL	$51.87 - $56.86 $24,430 - $26,781	-471 Reduced 6.5%	6,775 $766 Million
Q3 2021 Feb 13, 2025	BUY	$51.32 - $54.83 $923 - $986	18 Added 0.25%	7,246 $753 Million
Q2 2021 Feb 13, 2025	SELL	$48.92 - $52.14 $11,545 - $12,305	-236 Reduced 3.16%	7,228 $754 Million
Q1 2021 Feb 13, 2025	SELL	$44.89 - $48.81 $19,706 - $21,427	-439 Reduced 5.55%	7,464 $722 Million
Q4 2020 Feb 13, 2025	SELL	$39.03 - $45.5 $27,945 - $32,578	-716 Reduced 8.31%	7,903 $719 Million
Q3 2020 Feb 13, 2025	SELL	$36.93 - $42.52 $24,964 - $28,743	-676 Reduced 7.27%	8,619 $686 Million
Q2 2020 Feb 13, 2025	BUY	$28.84 - $38.49 $2,797 - $3,733	97 Added 1.05%	9,295 $683 Million
Q1 2020 Feb 13, 2025	BUY	$26.18 - $40.44 $23,300 - $35,991	890 Added 10.71%	9,198 $556 Million
Q4 2019 Feb 13, 2025	BUY	$34.47 - $38.58 $286,376 - $320,522	8,308 New	8,308 $637 Million

Others Institutions Holding SCHB

# of Institutions

1,249

Shares Held

385M

Call Options Held

191K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Nfp Retirement, Inc. Schwab Strategic Tr Us Broad M Transaction History