Nfp Retirement, Inc. Schwab Strategic Tr Us Large C Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

A detailed history of Nfp Retirement, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nfp Retirement, Inc. holds 160,197 shares of SCHG stock, worth $4.64 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

160,197

Previous 42,048 280.99%

Holding current value

$4.64 Million

Previous $4.38 Billion 1.93%

% of portfolio

0.35%

Previous 0.35%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $3.06 Million - $12.4 Million	118,149 Added 280.99%	160,197 $4.46 Billion
Q3 2024 Feb 13, 2025	SELL	$92.63 - $105.69 $27,603 - $31,495	-298 Reduced 0.7%	42,048 $4.38 Billion
Q2 2024 Feb 13, 2025	BUY	$87.04 - $101.61 $83,993 - $98,053	965 Added 2.33%	42,346 $4.27 Billion
Q1 2024 Feb 13, 2025	SELL	$80.6 - $93.32 $257,275 - $297,877	-3,192 Reduced 7.16%	41,381 $3.84 Billion
Q4 2023 Feb 13, 2025	SELL	$70.08 - $83.37 $474,231 - $564,164	-6,767 Reduced 13.18%	44,573 $3.7 Billion
Q3 2023 Feb 13, 2025	BUY	$71.99 - $78.02 $6,695 - $7,255	93 Added 0.18%	51,340 $3.73 Billion
Q2 2023 Feb 13, 2025	SELL	$63.6 - $74.95 $5,469 - $6,445	-86 Reduced 0.17%	51,247 $3.84 Billion
Q1 2023 Feb 13, 2025	BUY	$54.19 - $65.17 $15,335 - $18,443	283 Added 0.55%	51,333 $3.35 Billion
Q4 2022 Feb 13, 2025	SELL	$54.31 - $60.76 $3.04 Million - $3.4 Million	-56,030 Reduced 52.33%	51,050 $2.84 Billion
Q3 2022 Feb 13, 2025	BUY	$55.81 - $69.25 $31,476 - $39,057	564 Added 0.53%	107,080 $5.98 Billion
Q2 2022 Feb 13, 2025	BUY	$55.73 - $76.55 $656,053 - $901,146	11,772 Added 12.43%	106,516 $6.18 Billion
Q1 2022 Feb 13, 2025	BUY	$65.63 - $82.62 $3.36 Million - $4.23 Million	51,194 Added 117.55%	94,744 $7.09 Billion
Q4 2021 Feb 13, 2025	BUY	$73.11 - $83.4 $29,609 - $33,777	405 Added 0.94%	43,550 $7.13 Billion
Q3 2021 Feb 13, 2025	SELL	$73.24 - $78.94 $94,699 - $102,069	-1,293 Reduced 2.91%	43,145 $6.39 Billion
Q2 2021 Feb 13, 2025	SELL	$65.3 - $73.24 $2.82 Million - $3.16 Million	-43,127 Reduced 49.25%	44,438 $6.49 Billion
Q1 2021 Feb 13, 2025	BUY	$61.41 - $68.35 $4.47 Million - $4.97 Million	72,779 Added 492.22%	87,565 $11.4 Billion
Q4 2020 Feb 13, 2025	BUY	$55.95 - $64.38 $226,205 - $260,288	4,043 Added 37.63%	14,786 $1.9 Billion
Q3 2020 Feb 13, 2025	BUY	$51.42 - $61.56 $354,540 - $424,456	6,895 Added 179.18%	10,743 $1.24 Billion
Q2 2020 Feb 13, 2025	BUY	$37.99 - $51.32 $146,185 - $197,479	3,848 New	3,848 $391 Million

Others Institutions Holding SCHG

# of Institutions

1,448

Shares Held

2.24B

Call Options Held

264K

Put Options Held

98K

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About SCHWAB STRATEGIC TR US LARGE-C

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Nfp Retirement, Inc. Schwab Strategic Tr Us Large C Transaction History