NFP Retirement Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
104,411
-161
| -0.2% | -$3.84K | 0.16% | 81 |
|
|
2025
Q1 | $2.25M | Sell |
104,572
-2,387
| -2% | -$51.4K | 0.18% | 68 |
|
|
2024
Q4 | $2.43M | Sell |
106,959
-1,017
| -0.9% | -$23.1K | 0.19% | 70 |
|
|
2024
Q3 | $2.39M | Sell |
107,976
-5,679
| -5% | -$126K | 0.19% | 74 |
|
|
2024
Q2 | $2.38M | Buy |
113,655
+1,563
| +1% | +$32.8K | 0.2% | 71 |
|
|
2024
Q1 | $2.28M | Buy |
112,092
+870
| +0.8% | +$17.7K | 0.2% | 73 |
|
|
2023
Q4 | $2.06M | Buy |
111,222
+669
| +0.6% | +$12.4K | 0.35% | 59 |
|
|
2023
Q3 | $1.84M | Sell |
110,553
-149,775
| -58% | -$2.49M | 0.35% | 63 |
|
|
2023
Q2 | $4.49M | Buy |
260,328
+235,299
| +940% | +$4.05M | 0.84% | 28 |
|
|
2023
Q1 | $399K | Sell |
25,029
-17,331
| -41% | -$276K | 0.08% | 171 |
|
|
2022
Q4 | $633K | Sell |
42,360
-1,500
| -3% | -$22.4K | 0.14% | 125 |
|
|
2022
Q3 | $614K | Buy |
43,860
+24
| +0.1% | +$336 | 0.15% | 117 |
|
|
2022
Q2 | $646K | Buy |
43,836
+2,538
| +6% | +$37.4K | 0.16% | 109 |
|
|
2022
Q1 | $735K | Buy |
41,298
+648
| +2% | +$11.5K | 0.17% | 98 |
|
|
2021
Q4 | $766K | Sell |
40,650
-2,826
| -7% | -$53.2K | 0.27% | 61 |
|
|
2021
Q3 | $753K | Buy |
43,476
+108
| +0.2% | +$1.87K | 0.31% | 52 |
|
|
2021
Q2 | $754K | Sell |
43,368
-1,416
| -3% | -$24.6K | 0.29% | 61 |
|
|
2021
Q1 | $722K | Sell |
44,784
-2,634
| -6% | -$42.5K | 0.31% | 56 |
|
|
2020
Q4 | $719K | Sell |
47,418
-4,296
| -8% | -$65.1K | 0.44% | 52 |
|
|
2020
Q3 | $686K | Sell |
51,714
-4,056
| -7% | -$53.8K | 0.45% | 54 |
|
|
2020
Q2 | $683K | Buy |
55,770
+582
| +1% | +$7.13K | 0.5% | 48 |
|
|
2020
Q1 | $556K | Buy |
55,188
+5,340
| +11% | +$53.8K | 0.54% | 42 |
|
|
2019
Q4 | $637K | Buy |
+49,848
| New | +$637K | 0.59% | 41 |
|