Nfp Retirement, Inc. Schwab Strategic Tr Us Broad M Transaction History
Nfp Retirement, Inc.
- $1.26 Trillion
- Q1 2025
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 104,572 shares of SCHB stock, worth $2.69 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
104,572
Previous 106,959
2.23%
Holding current value
$2.69 Million
Previous $2.43 Billion
7.27%
% of portfolio
0.18%
Previous 0.19%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
564MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio