Nfp Retirement, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

A detailed history of Nfp Retirement, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nfp Retirement, Inc. holds 75,531 shares of SCHM stock, worth $2.23 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

75,531

Previous 78,456 3.73%

Holding current value

$2.23 Million

Previous $2.17 Billion 8.97%

% of portfolio

0.16%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.58 - $29.24 $74,821 - $85,527	-2,925 Reduced 3.73%	75,531 $1.98 Billion
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $1.43 Million - $4.32 Million	52,071 Added 197.35%	78,456 $2.17 Billion
Q3 2024 Feb 13, 2025	SELL	$75.47 - $83.18 $74,941 - $82,597	-993 Reduced 3.63%	26,385 $2.19 Billion
Q2 2024 Feb 13, 2025	SELL	$75.69 - $81.19 $164,171 - $176,101	-2,169 Reduced 7.34%	27,378 $2.13 Billion
Q1 2024 Feb 13, 2025	SELL	$72.89 - $81.43 $817,388 - $913,156	-11,214 Reduced 27.51%	29,547 $2.41 Billion
Q4 2023 Feb 13, 2025	SELL	$63.01 - $75.95 $165,338 - $199,292	-2,624 Reduced 6.05%	40,761 $3.07 Billion
Q3 2023 Feb 13, 2025	SELL	$66.75 - $73.98 $436,278 - $483,533	-6,536 Reduced 13.09%	43,385 $2.94 Billion
Q2 2023 Feb 13, 2025	SELL	$65.29 - $71.03 $540,209 - $587,702	-8,274 Reduced 14.22%	49,921 $3.55 Billion
Q1 2023 Feb 13, 2025	BUY	$64.24 - $73.9 $351,649 - $404,528	5,474 Added 10.38%	58,195 $3.95 Billion
Q4 2022 Feb 13, 2025	SELL	$61.05 - $69.94 $1.24 Million - $1.42 Million	-20,372 Reduced 27.87%	52,721 $3.46 Billion
Q3 2022 Feb 13, 2025	SELL	$60.5 - $72.51 $45,859 - $54,962	-758 Reduced 1.03%	73,093 $4.42 Billion
Q2 2022 Feb 13, 2025	BUY	$60.91 - $76.4 $605,323 - $759,263	9,938 Added 15.55%	73,851 $4.63 Billion
Q1 2022 Feb 13, 2025	BUY	$70.66 - $80.89 $245,755 - $281,335	3,478 Added 5.75%	63,913 $4.85 Billion
Q4 2021 Feb 13, 2025	BUY	$76.01 - $83.39 $196,713 - $215,813	2,588 Added 4.47%	60,435 $4.86 Billion
Q3 2021 Feb 13, 2025	BUY	$74.65 - $80.95 $123,695 - $134,134	1,657 Added 2.95%	57,847 $4.43 Billion
Q2 2021 Feb 13, 2025	SELL	$74.64 - $79.12 $2.11 Million - $2.24 Million	-28,271 Reduced 33.47%	56,190 $4.4 Billion
Q1 2021 Feb 13, 2025	BUY	$67.07 - $76.85 $4.12 Million - $4.72 Million	61,411 Added 266.43%	84,461 $6.29 Billion
Q4 2020 Feb 13, 2025	BUY	$55.93 - $68.45 $110,349 - $135,051	1,973 Added 9.36%	23,050 $1.57 Billion
Q3 2020 Feb 13, 2025	BUY	$51.99 - $58.83 $245,340 - $277,618	4,719 Added 28.85%	21,077 $1.17 Billion
Q2 2020 Feb 13, 2025	BUY	$39.01 - $57.03 $266,867 - $390,142	6,841 Added 71.88%	16,358 $861 Million
Q1 2020 Feb 13, 2025	SELL	$35.83 - $62.24 $24,149 - $41,949	-674 Reduced 6.61%	9,517 $401 Million
Q4 2019 Feb 13, 2025	BUY	$54.56 - $60.24 $556,020 - $613,905	10,191 New	10,191 $612 Million

Others Institutions Holding SCHM

# of Institutions

1,039

Shares Held

281M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Nfp Retirement, Inc. Schwab Strategic U.S. Mid Cap Transaction History