Nfp Retirement, Inc. Schwab Us Aggregate Bond ETF Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

A detailed history of Nfp Retirement, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Nfp Retirement, Inc. holds 55,925 shares of SCHZ stock, worth $1.28 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

55,925

Previous 53,987 3.59%

Holding current value

$1.28 Million

Previous $2.57 Billion 50.52%

% of portfolio

0.1%

Previous 0.21%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $43,856 - $92,113	1,938 Added 3.59%	55,925 $1.27 Billion
Q3 2024 Feb 13, 2025	SELL	$45.2 - $47.87 $58,669 - $62,135	-1,298 Reduced 2.35%	53,987 $2.57 Billion
Q2 2024 Feb 13, 2025	SELL	$44.66 - $45.99 $1.46 Million - $1.51 Million	-32,790 Reduced 37.23%	55,285 $2.52 Billion
Q1 2024 Feb 13, 2025	SELL	$45.44 - $46.67 $1.65 Million - $1.7 Million	-36,338 Reduced 29.21%	88,075 $4.05 Billion
Q4 2023 Feb 13, 2025	BUY	$43.09 - $46.83 $367,040 - $398,897	8,518 Added 7.35%	124,413 $5.8 Billion
Q3 2023 Feb 13, 2025	SELL	$44.14 - $46.33 $2.54 Million - $2.66 Million	-57,469 Reduced 33.15%	115,895 $5.13 Billion
Q2 2023 Feb 13, 2025	BUY	$45.86 - $47.33 $1.97 Million - $2.03 Million	42,906 Added 32.89%	173,364 $8 Billion
Q1 2023 Feb 13, 2025	SELL	$45.33 - $47.44 $707,827 - $740,775	-15,615 Reduced 10.69%	130,458 $6.12 Billion
Q4 2022 Feb 13, 2025	SELL	$44.04 - $47.03 $11.8 Million - $12.6 Million	-268,115 Reduced 64.73%	146,073 $6.67 Billion
Q3 2022 Feb 13, 2025	BUY	$44.98 - $49.09 $642,359 - $701,054	14,281 Added 3.57%	414,188 $18.8 Billion
Q2 2022 Feb 13, 2025	SELL	$46.62 - $50.36 $2.04 Million - $2.2 Million	-43,655 Reduced 9.84%	399,907 $19.1 Billion
Q1 2022 Feb 13, 2025	BUY	$50.05 - $53.52 $2.29 Million - $2.45 Million	45,838 Added 11.53%	443,562 $22.4 Billion
Q4 2021 Feb 13, 2025	BUY	$53.63 - $54.52 $2.41 Million - $2.45 Million	44,908 Added 12.73%	397,724 $21.4 Billion
Q3 2021 Feb 13, 2025	SELL	$54.26 - $55.17 $240,697 - $244,734	-4,436 Reduced 1.24%	352,816 $19.1 Billion
Q2 2021 Feb 13, 2025	BUY	$53.9 - $54.6 $2.99 Million - $3.03 Million	55,522 Added 18.4%	357,252 $19.5 Billion
Q1 2021 Feb 13, 2025	BUY	$53.75 - $55.97 $8.88 Million - $9.25 Million	165,232 Added 121.05%	301,730 $16.3 Billion
Q4 2020 Feb 13, 2025	SELL	$55.56 - $56.23 $579,546 - $586,535	-10,431 Reduced 7.1%	136,498 $7.65 Billion
Q3 2020 Feb 13, 2025	BUY	$56.07 - $56.92 $775,616 - $787,374	13,833 Added 10.39%	146,929 $8.24 Billion
Q2 2020 Feb 13, 2025	BUY	$54.35 - $56.24 $2.18 Million - $2.26 Million	40,115 Added 43.14%	133,096 $7.49 Billion
Q1 2020 Feb 13, 2025	SELL	$50.33 - $56.09 $526,753 - $587,037	-10,466 Reduced 10.12%	92,981 $5.05 Billion
Q4 2019 Feb 13, 2025	BUY	$53.21 - $54.14 $5.5 Million - $5.6 Million	103,447 New	103,447 $5.54 Billion

Others Institutions Holding SCHZ

# of Institutions

678

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

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Nfp Retirement, Inc. Schwab Us Aggregate Bond ETF Transaction History