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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.49M | Hold |
|
|||||
|
2025
Q2 | $2.49M | Sell |
|
|||||
|
2025
Q1 | $2.25M | Sell |
|
|||||
|
2024
Q4 | $2.43M | Sell |
|
|||||
|
2024
Q3 | $2.39M | Sell |
|
|||||
|
2024
Q2 | $2.38M | Buy |
|
|||||
|
2024
Q1 | $2.28M | Buy |
|
|||||
|
2023
Q4 | $2.06M | Buy |
|
|||||
|
2023
Q3 | $1.84M | Sell |
|
|||||
|
2023
Q2 | $4.49M | Buy |
|
|||||
|
2023
Q1 | $399K | Sell |
|
|||||
|
2022
Q4 | $633K | Sell |
|
|||||
|
2022
Q3 | $614K | Buy |
|
|||||
|
2022
Q2 | $646K | Buy |
|
|||||
|
2022
Q1 | $735K | Buy |
|
|||||
|
2021
Q4 | $766K | Sell |
|
|||||
|
2021
Q3 | $753K | Buy |
|
|||||
|
2021
Q2 | $754K | Sell |
|
|||||
|
2021
Q1 | $722K | Sell |
|
|||||
|
2020
Q4 | $719K | Sell |
|
|||||
|
2020
Q3 | $686K | Sell |
|
|||||
|
2020
Q2 | $683K | Buy |
|
|||||
|
2020
Q1 | $556K | Buy |
|
|||||
|
2019
Q4 | $637K | Buy |
|