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

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

A detailed history of Nfp Retirement, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nfp Retirement, Inc. holds 44,359 shares of SCHV stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

44,359

Previous 57,470 22.81%

Holding current value

$1.25 Million

Previous $1.5 Billion 21.3%

% of portfolio

0.09%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.77 - $27.6 $337,870 - $361,863	-13,111 Reduced 22.81%	44,359 $1.18 Billion
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $975,377 - $3.04 Million	37,820 Added 192.47%	57,470 $1.5 Billion
Q3 2024 Feb 13, 2025	SELL	$73.43 - $80.37 $200,977 - $219,972	-2,737 Reduced 12.23%	19,650 $1.58 Billion
Q2 2024 Feb 13, 2025	SELL	$71.74 - $75.86 $519,110 - $548,922	-7,236 Reduced 24.43%	22,387 $1.66 Billion
Q1 2024 Feb 13, 2025	SELL	$68.82 - $75.98 $440,310 - $486,120	-6,398 Reduced 17.76%	29,623 $2.25 Billion
Q4 2023 Feb 13, 2025	SELL	$61.16 - $70.24 $52,230 - $59,984	-854 Reduced 2.32%	36,021 $2.53 Billion
Q3 2023 Feb 13, 2025	BUY	$64.45 - $69.39 $155,711 - $167,646	2,416 Added 7.01%	36,875 $2.38 Billion
Q2 2023 Feb 13, 2025	SELL	$63.33 - $67.21 $115,387 - $122,456	-1,822 Reduced 5.02%	34,459 $2.31 Billion
Q1 2023 Feb 13, 2025	SELL	$62.59 - $69.3 $66,595 - $73,735	-1,064 Reduced 2.85%	36,281 $2.38 Billion
Q4 2022 Feb 13, 2025	SELL	$59.13 - $69.24 $2.36 Million - $2.76 Million	-39,832 Reduced 51.61%	37,345 $2.47 Billion
Q3 2022 Feb 13, 2025	SELL	$58.51 - $69.02 $735,002 - $867,029	-12,562 Reduced 14.0%	77,177 $4.52 Billion
Q2 2022 Feb 13, 2025	BUY	$60.93 - $72.3 $696,308 - $826,244	11,428 Added 14.59%	89,739 $5.6 Billion
Q1 2022 Feb 13, 2025	BUY	$67.71 - $74.19 $42,454 - $46,517	627 Added 0.81%	78,311 $5.59 Billion
Q4 2021 Feb 13, 2025	BUY	$67.9 - $73.3 $295,297 - $318,781	4,349 Added 5.93%	77,684 $5.69 Billion
Q3 2021 Feb 13, 2025	SELL	$66.91 - $71.05 $1.06 Million - $1.12 Million	-15,795 Reduced 17.72%	73,335 $4.95 Billion
Q2 2021 Feb 13, 2025	BUY	$65.81 - $69.75 $2.86 Million - $3.03 Million	43,478 Added 95.24%	89,130 $6.09 Billion
Q1 2021 Feb 13, 2025	BUY	$58.71 - $65.66 $780,490 - $872,884	13,294 Added 41.08%	45,652 $2.98 Billion
Q4 2020 Feb 13, 2025	BUY	$50.83 - $59.53 $280,378 - $328,367	5,516 Added 20.55%	32,358 $1.93 Billion
Q3 2020 Feb 13, 2025	BUY	$49.44 - $54.86 $471,707 - $523,419	9,541 Added 55.15%	26,842 $1.4 Billion
Q2 2020 Feb 13, 2025	SELL	$42.21 - $55.29 $478,534 - $626,822	-11,337 Reduced 39.59%	17,301 $867 Million
Q1 2020 Feb 13, 2025	BUY	$38.4 - $61.03 $383,731 - $609,872	9,993 Added 53.6%	28,638 $1.27 Billion
Q4 2019 Feb 13, 2025	BUY	$54.73 - $60.25 $1.02 Million - $1.12 Million	18,645 New	18,645 $1.12 Billion

Others Institutions Holding SCHV

# of Institutions

947

Shares Held

337M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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