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

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

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 315,159 shares of SCHX stock, worth $7.63 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

315,159

Previous 113,796 176.95%

Holding current value

$7.63 Million

Previous $7.72 Billion 5.38%

% of portfolio

0.58%

Previous 0.63%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $4.51 Million - $13.7 Million	201,363 Added 176.95%	315,159 $7.31 Billion
Q3 2024 Feb 13, 2025	SELL	$61.11 - $67.85 $611,833 - $679,314	-10,012 Reduced 8.09%	113,796 $7.72 Billion
Q2 2024 Feb 13, 2025	SELL	$58.7 - $64.78 $1.03 Million - $1.13 Million	-17,486 Reduced 12.38%	123,808 $7.95 Billion
Q1 2024 Feb 13, 2025	SELL	$55.41 - $62.08 $2.94 Million - $3.29 Million	-53,038 Reduced 27.29%	141,294 $8.77 Billion
Q4 2023 Feb 13, 2025	SELL	$48.47 - $56.6 $1.68 Million - $1.96 Million	-34,617 Reduced 15.12%	194,332 $11 Billion
Q3 2023 Feb 13, 2025	SELL	$50.36 - $54.21 $90,748 - $97,686	-1,802 Reduced 0.78%	228,949 $11.6 Billion
Q2 2023 Feb 13, 2025	SELL	$47.67 - $52.37 $524,894 - $576,646	-11,011 Reduced 4.55%	230,751 $12.1 Billion
Q1 2023 Feb 13, 2025	SELL	$44.78 - $49.41 $1.33 Million - $1.47 Million	-29,726 Reduced 10.95%	241,762 $11.7 Billion
Q4 2022 Feb 13, 2025	SELL	$42.25 - $48.16 $12.2 Million - $13.9 Million	-288,465 Reduced 51.52%	271,488 $12.3 Billion
Q3 2022 Feb 13, 2025	SELL	$42.35 - $51.01 $2.65 Million - $3.2 Million	-62,657 Reduced 10.06%	559,953 $23.7 Billion
Q2 2022 Feb 13, 2025	BUY	$43.35 - $54.51 $1.35 Million - $1.7 Million	31,231 Added 5.28%	622,610 $27.8 Billion
Q1 2022 Feb 13, 2025	BUY	$49.51 - $57.27 $14.4 Million - $16.7 Million	290,819 Added 96.76%	591,379 $31.8 Billion
Q4 2021 Feb 13, 2025	BUY	$51.9 - $57.29 $570,692 - $629,960	10,996 Added 3.8%	300,560 $34.2 Billion
Q3 2021 Feb 13, 2025	SELL	$51.52 - $54.94 $3.85 Million - $4.1 Million	-74,697 Reduced 20.51%	289,564 $30.1 Billion
Q2 2021 Feb 13, 2025	BUY	$48.62 - $52.01 $7.49 Million - $8.02 Million	154,140 Added 73.36%	364,261 $37.9 Billion
Q1 2021 Feb 13, 2025	BUY	$44.9 - $48.34 $52,039 - $56,026	1,159 Added 0.55%	210,121 $20.2 Billion
Q4 2020 Feb 13, 2025	BUY	$39.35 - $45.48 $1.06 Million - $1.23 Million	26,951 Added 14.81%	208,962 $19 Billion
Q3 2020 Feb 13, 2025	SELL	$37.26 - $43.03 $247,294 - $285,590	-6,637 Reduced 3.52%	182,011 $14.7 Billion
Q2 2020 Feb 13, 2025	SELL	$29.25 - $38.76 $374,575 - $496,360	-12,806 Reduced 6.36%	188,648 $14 Billion
Q1 2020 Feb 13, 2025	BUY	$26.61 - $40.52 $264,742 - $403,133	9,949 Added 5.2%	201,454 $12.3 Billion
Q4 2019 Feb 13, 2025	BUY	$34.42 - $38.54 $6.59 Million - $7.38 Million	191,505 New	191,505 $14.7 Billion

Others Institutions Holding SCHX

# of Institutions

1,460

Shares Held

1.06B

Call Options Held

51.4K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nfp Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nfp Retirement, Inc. with notifications on news.

Account

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