Nfp Retirement, Inc. Schwab Strategic Tr Us Dividen Transaction History

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

A detailed history of Nfp Retirement, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nfp Retirement, Inc. holds 1,331,808 shares of SCHD stock, worth $35.4 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

1,331,808

Previous 1,246,583 6.84%

Holding current value

$35.4 Million

Previous $34.1 Billion 9.34%

% of portfolio

2.95%

Previous 2.69%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$27.01 - $28.54 $2.3 Million - $2.43 Million	85,225 Added 6.84%	1,331,808 $37.2 Billion
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $22.9 Million - $72.1 Million	849,142 Added 213.65%	1,246,583 $34.1 Billion
Q3 2024 Feb 13, 2025	BUY	$77.02 - $85.06 $1.69 Million - $1.87 Million	21,930 Added 5.84%	397,441 $33.6 Billion
Q2 2024 Feb 13, 2025	BUY	$75.81 - $80.15 $1.44 Million - $1.53 Million	19,030 Added 5.34%	375,511 $29.2 Billion
Q1 2024 Feb 13, 2025	SELL	$75.25 - $80.63 $2.69 Million - $2.88 Million	-35,728 Reduced 9.11%	356,481 $28.7 Billion
Q4 2023 Feb 13, 2025	BUY	$66.9 - $76.32 $3.58 Million - $4.09 Million	53,557 Added 15.81%	392,209 $29.9 Billion
Q3 2023 Feb 13, 2025	BUY	$70.63 - $75.66 $4.39 Million - $4.7 Million	62,085 Added 22.45%	338,652 $24 Billion
Q2 2023 Feb 13, 2025	BUY	$69.18 - $73.94 $533,377 - $570,077	7,710 Added 2.87%	276,567 $20.1 Billion
Q1 2023 Feb 13, 2025	BUY	$70.28 - $78.03 $1.93 Million - $2.14 Million	27,477 Added 11.38%	268,857 $19.7 Billion
Q4 2022 Feb 13, 2025	BUY	$67.16 - $79.06 $2.25 Million - $2.65 Million	33,460 Added 16.09%	241,380 $18.2 Billion
Q3 2022 Feb 13, 2025	BUY	$66.43 - $77.87 $1.18 Million - $1.38 Million	17,710 Added 9.31%	207,920 $13.8 Billion
Q2 2022 Feb 13, 2025	BUY	$70.31 - $80.24 $1.77 Million - $2.01 Million	25,112 Added 15.21%	190,210 $13.6 Billion
Q1 2022 Feb 13, 2025	BUY	$75.14 - $81.94 $3.19 Million - $3.48 Million	42,459 Added 34.62%	165,098 $13 Billion
Q4 2021 Feb 13, 2025	BUY	$74.93 - $80.86 $2.44 Million - $2.64 Million	32,621 Added 36.24%	122,639 $9.91 Billion
Q3 2021 Feb 13, 2025	BUY	$74.23 - $78.13 $345,763 - $363,929	4,658 Added 5.46%	90,018 $6.68 Billion
Q2 2021 Feb 13, 2025	BUY	$73.32 - $77.65 $1.74 Million - $1.85 Million	23,778 Added 38.61%	85,360 $6.46 Billion
Q1 2021 Feb 13, 2025	BUY	$63.23 - $73.67 $345,362 - $402,385	5,462 Added 9.73%	61,582 $4.49 Billion
Q4 2020 Feb 13, 2025	BUY	$54.8 - $65.16 $595,018 - $707,507	10,858 Added 23.99%	56,120 $3.6 Billion
Q3 2020 Feb 13, 2025	BUY	$50.37 - $58.54 $136,603 - $158,760	2,712 Added 6.37%	45,262 $2.5 Billion
Q2 2020 Feb 13, 2025	BUY	$43.56 - $56.5 $231,303 - $300,015	5,310 Added 14.26%	42,550 $2.2 Billion
Q1 2020 Feb 13, 2025	BUY	$39.5 - $59.28 $56,880 - $85,363	1,440 Added 4.02%	37,240 $1.68 Billion
Q4 2019 Feb 13, 2025	BUY	$52.87 - $58.15 $1.89 Million - $2.08 Million	35,800 New	35,800 $2.07 Billion

Others Institutions Holding SCHD

# of Institutions

2,016

Shares Held

841M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Nfp Retirement, Inc. Schwab Strategic Tr Us Dividen Transaction History