NFP Retirement Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.52M	Buy	100,362 +1,008	+1%	+$26.4K	0.15%	88
2025 Q4	$2.61M	Sell	99,354 -475	-0.5%	-$12.4K	0.16%	82
2025 Q3	$2.57M	Sell	99,829 -4,582	-4%	-$113K	0.16%	82
2025 Q2	$2.49M	Sell	104,411 -161	-0.2%	-$3.55K	0.16%	81
2025 Q1	$2.25M	Sell	104,572 -2,387	-2%	-$54.3K	0.18%	68
2024 Q4	$2.43M	Sell	106,959 -1,017	-0.9%	-$23.2K	0.19%	70
2024 Q3	$2.39M	Sell	107,976 -5,679	-5%	-$121K	0.19%	74
2024 Q2	$2.38M	Buy	113,655 +1,563	+1%	+$31.7K	0.2%	71
2024 Q1	$2.28M	Buy	112,092 +870	+0.8%	+$16.8K	0.2%	73
2023 Q4	$2.06M	Buy	111,222 +669	+0.6%	+$11.6K	0.35%	59
2023 Q3	$1.84M	Sell	110,553 -149,775	-58%	-$2.59M	0.35%	63
2023 Q2	$4.49M	Buy	260,328 +235,299	+940%	+$3.84M	0.84%	28
2023 Q1	$399K	Sell	25,029 -17,331	-41%	-$271K	0.08%	171
2022 Q4	$633K	Sell	42,360 -1,500	-3%	-$22.5K	0.14%	125
2022 Q3	$614K	Buy	43,860 +24	+0.1%	+$373	0.15%	117
2022 Q2	$646K	Buy	43,836 +2,538	+6%	+$40.7K	0.16%	109
2022 Q1	$735K	Buy	41,298 +648	+2%	+$11.4K	0.17%	98
2021 Q4	$766K	Sell	40,650 -2,826	-7%	-$52K	0.27%	61
2021 Q3	$753K	Buy	43,476 +108	+0.2%	+$1.92K	0.31%	52
2021 Q2	$754K	Sell	43,368 -1,416	-3%	-$24K	0.29%	61
2021 Q1	$722K	Sell	44,784 -2,634	-6%	-$41.5K	0.31%	56
2020 Q4	$719K	Sell	47,418 -4,296	-8%	-$61.2K	0.44%	52
2020 Q3	$686K	Sell	51,714 -4,056	-7%	-$53.3K	0.45%	54
2020 Q2	$683K	Buy	55,770 +582	+1%	+$6.71K	0.5%	48
2020 Q1	$556K	Buy	55,188 +5,340	+11%	+$64.6K	0.54%	42
2019 Q4	$637K	Buy	+49,848	New	+$612K	0.59%	41

Other funds holding SCHB