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%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio