Nfp Retirement, Inc. Schwab Short Term Us Treasury Transaction History

Nfp Retirement, Inc.

$2.18 Trillion
Q3 2025

A detailed history of Nfp Retirement, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Nfp Retirement, Inc. holds 40,391 shares of SCHO stock, worth $983,520. This represents 0.05% of its overall portfolio holdings.

Number of Shares

40,391

Previous 39,590 2.02%

Holding current value

$983,520

Previous $964 Million 2.19%

% of portfolio

0.05%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.23 - $24.42 $19,408 - $19,560	801 Added 2.02%	40,391 $985 Million
Q1 2025 May 13, 2025	SELL	$24.1 - $24.34 $172,315 - $174,031	-7,150 Reduced 15.3%	39,590 $964 Million
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $528,526 - $1.07 Million	21,967 Added 88.67%	46,740 $1.12 Billion
Q3 2024 Feb 13, 2025	BUY	$47.93 - $49.06 $73,524 - $75,258	1,534 Added 6.6%	24,773 $1.21 Billion
Q2 2024 Feb 13, 2025	BUY	$47.75 - $48.13 $154,662 - $155,893	3,239 Added 16.2%	23,239 $1.12 Billion

Q1 2024 Feb 13, 2025	SELL	$48.05 - $48.63 $17,586 - $17,798	-366 Reduced 1.8%	20,000 $964 Million
Q4 2023 Feb 13, 2025	SELL	$47.66 - $48.45 $80,259 - $81,589	-1,684 Reduced 7.64%	20,366 $987 Million
Q3 2023 Feb 13, 2025	BUY	$47.78 - $48.2 $403,597 - $407,145	8,447 Added 62.1%	22,050 $1.06 Billion
Q2 2023 Feb 13, 2025	SELL	$48.06 - $48.89 $48,588 - $49,427	-1,011 Reduced 6.92%	13,603 $654 Million
Q1 2023 Feb 13, 2025	SELL	$47.8 - $49.0 $258,645 - $265,139	-5,411 Reduced 27.02%	14,614 $713 Million
Q4 2022 Feb 13, 2025	BUY	$47.89 - $48.47 $129,494 - $131,062	2,704 Added 15.61%	20,025 $966 Million
Q3 2022 Feb 13, 2025	BUY	$48.15 - $49.37 $153,117 - $156,996	3,180 Added 22.49%	17,321 $836 Million
Q2 2022 Feb 13, 2025	SELL	$48.73 - $49.59 $62,374 - $63,475	-1,280 Reduced 8.3%	14,141 $696 Million
Q1 2022 Feb 13, 2025	SELL	$49.47 - $50.82 $12,416 - $12,755	-251 Reduced 1.6%	15,421 $764 Million
Q4 2021 Feb 13, 2025	BUY	$50.83 - $51.21 $151,168 - $152,298	2,974 Added 23.42%	15,672 $797 Million
Q3 2021 Feb 13, 2025	SELL	$51.18 - $51.3 $2,968 - $2,975	-58 Reduced 0.45%	12,698 $650 Million
Q2 2021 Feb 13, 2025	SELL	$51.19 - $51.33 $317,429 - $318,297	-6,201 Reduced 32.71%	12,756 $653 Million
Q1 2021 Feb 13, 2025	BUY	$51.27 - $51.41 $213,539 - $214,122	4,165 Added 28.16%	18,957 $973 Million
Q4 2020 Feb 13, 2025	SELL	$51.37 - $51.48 $38,784 - $38,867	-755 Reduced 4.86%	14,792 $760 Million
Q3 2020 Feb 13, 2025	BUY	$51.49 - $51.63 $487,610 - $488,936	9,470 Added 155.83%	15,547 $801 Million
Q2 2020 Feb 13, 2025	BUY	$51.53 - $51.71 $313,147 - $314,241	6,077 New	6,077 $314 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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Nfp Retirement, Inc. Schwab Short Term Us Treasury Transaction History