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

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

A detailed history of Nfp Retirement, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Nfp Retirement, Inc. holds 207,605 shares of SCHA stock, worth $5.05 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

207,605

Previous 198,539 4.57%

Holding current value

$5.05 Million

Previous $5.13 Billion 5.26%

% of portfolio

0.39%

Previous 0.41%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $209,968 - $245,144	9,066 Added 4.57%	207,605 $4.86 Billion
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $2.64 Million - $5.33 Million	104,193 Added 110.44%	198,539 $5.13 Billion
Q3 2024 Feb 13, 2025	SELL	$46.9 - $51.96 $914,315 - $1.01 Million	-19,495 Reduced 17.12%	94,346 $4.86 Billion
Q2 2024 Feb 13, 2025	SELL	$45.24 - $49.04 $217,875 - $236,176	-4,816 Reduced 4.06%	113,841 $5.4 Billion
Q1 2024 Feb 13, 2025	SELL	$44.84 - $49.24 $234,244 - $257,229	-5,224 Reduced 4.22%	118,657 $5.84 Billion
Q4 2023 Feb 13, 2025	BUY	$38.13 - $48.02 $269,388 - $339,261	7,065 Added 6.05%	123,881 $5.85 Billion
Q3 2023 Feb 13, 2025	SELL	$40.85 - $46.1 $787,179 - $888,347	-19,270 Reduced 14.16%	116,816 $4.84 Billion
Q2 2023 Feb 13, 2025	BUY	$39.91 - $43.82 $279,848 - $307,265	7,012 Added 5.43%	136,086 $5.96 Billion
Q1 2023 Feb 13, 2025	BUY	$39.82 - $46.36 $193,326 - $225,077	4,855 Added 3.91%	129,074 $5.41 Billion
Q4 2022 Feb 13, 2025	BUY	$38.25 - $43.54 $1.03 Million - $1.17 Million	26,850 Added 27.58%	124,219 $5.03 Billion
Q3 2022 Feb 13, 2025	BUY	$37.65 - $45.9 $541,256 - $659,858	14,376 Added 17.32%	97,369 $3.68 Billion
Q2 2022 Feb 13, 2025	BUY	$37.88 - $48.01 $298,191 - $377,934	7,872 Added 10.48%	82,993 $3.24 Billion
Q1 2022 Feb 13, 2025	BUY	$44.42 - $51.73 $1.68 Million - $1.96 Million	37,863 Added 101.62%	75,121 $3.56 Billion
Q4 2021 Feb 13, 2025	BUY	$48.64 - $55.07 $128,555 - $145,550	2,643 Added 7.64%	37,258 $3.82 Billion
Q3 2021 Feb 13, 2025	SELL	$48.3 - $52.49 $27,434 - $29,814	-568 Reduced 1.61%	34,615 $3.47 Billion
Q2 2021 Feb 13, 2025	BUY	$48.39 - $52.91 $477,318 - $521,904	9,864 Added 38.96%	35,183 $3.67 Billion
Q1 2021 Feb 13, 2025	BUY	$43.89 - $52.63 $39,501 - $47,367	900 Added 3.69%	25,319 $2.52 Billion
Q4 2020 Feb 13, 2025	SELL	$34.66 - $45.17 $15,458 - $20,145	-446 Reduced 1.79%	24,419 $2.17 Billion
Q3 2020 Feb 13, 2025	SELL	$32.09 - $36.38 $74,801 - $84,801	-2,331 Reduced 8.57%	24,865 $1.7 Billion
Q2 2020 Feb 13, 2025	BUY	$23.59 - $35.22 $115,944 - $173,106	4,915 Added 22.06%	27,196 $1.78 Billion
Q1 2020 Feb 13, 2025	BUY	$22.29 - $38.7 $31,919 - $55,418	1,432 Added 6.87%	22,281 $1.15 Billion
Q4 2019 Feb 13, 2025	BUY	$33.63 - $38.03 $701,151 - $792,887	20,849 New	20,849 $1.57 Billion

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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