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 301,868 shares of SCHX stock, worth $7.9 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

301,868

Previous 315,159 4.22%

Holding current value

$7.9 Million

Previous $7.31 Billion 8.76%

% of portfolio

0.53%

Previous 0.58%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $289,079 - $322,705	-13,291 Reduced 4.22%	301,868 $6.67 Billion
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

1,569

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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