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NFP Retirement Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

NFP Retirement Inc’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.13M Sell
199,959
-24,356
-11% -$653K 0.31% 59
2025
Q4 		$6.04M Sell
224,315
-42,507
-16% -$1.14M 0.37% 49
2025
Q3 		$7.03M Sell
266,822
-30,985
-10% -$787K 0.45% 45
2025
Q2 		$7.28M Sell
297,807
-4,061
-1% -$91.8K 0.48% 47
2025
Q1 		$6.67M Sell
301,868
-13,291
-4% -$309K 0.53% 36
2024
Q4 		$7.31M Sell
315,159
-26,229
-8% -$611K 0.58% 35
2024
Q3 		$7.72M Sell
341,388
-30,036
-8% -$654K 0.63% 32
2024
Q2 		$7.95M Sell
371,424
-52,458
-12% -$1.08M 0.67% 29
2024
Q1 		$8.77M Sell
423,882
-159,114
-27% -$3.13M 0.76% 27
2023
Q4 		$11M Sell
582,996
-103,851
-15% -$1.82M 1.86% 14
2023
Q3 		$11.6M Sell
686,847
-5,406
-0.8% -$94.8K 2.21% 11
2023
Q2 		$12.1M Sell
692,253
-33,033
-5% -$545K 2.25% 9
2023
Q1 		$11.7M Sell
725,286
-89,178
-11% -$1.4M 2.33% 9
2022
Q4 		$12.3M Sell
814,464
-865,395
-52% -$13.1M 2.69% 7
2022
Q3 		$23.7M Sell
1,679,859
-187,971
-10% -$2.95M 5.84% 1
2022
Q2 		$27.8M Buy
1,867,830
+93,693
+5% +$1.52M 7.05% 1
2022
Q1 		$31.8M Sell
1,774,137
-29,223
-2% -$517K 7.54% 1
2021
Q4 		$34.2M Buy
1,803,360
+65,976
+4% +$1.22M 12.24% 1
2021
Q3 		$30.1M Sell
1,737,384
-448,182
-21% -$7.99M 12.27% 1
2021
Q2 		$37.9M Buy
2,185,566
+924,840
+73% +$15.6M 14.62% 1
2021
Q1 		$20.2M Buy
1,260,726
+6,954
+0.6% +$109K 8.77% 1
2020
Q4 		$19M Buy
1,253,772
+161,706
+15% +$2.31M 11.75% 1
2020
Q3 		$14.7M Sell
1,092,066
-39,822
-4% -$529K 9.67% 1
2020
Q2 		$14M Sell
1,131,888
-76,836
-6% -$895K 10.22% 1
2020
Q1 		$12.3M Buy
1,208,724
+59,694
+5% +$725K 12.07% 1
2019
Q4 		$14.7M Buy
+1,149,030
New +$14.1M 13.65% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NFP Retirement Inc's SCHX Position: Q1 2026 in Review

NFP Retirement Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q1 2026, selling an estimated $653K and leaving 199,959 shares worth $5.13M. The position accounts for 0.31% of the portfolio, ranked #59.

NFP Retirement Inc first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.9M in Q2 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • NFP Retirement Inc held 199,959 shares of Schwab US Large- Cap ETF worth $5.13M as of Q1 2026.
  • NFP Retirement Inc sold 24,356 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $653K.
  • Schwab US Large- Cap ETF made up 0.31% of NFP Retirement Inc's portfolio in Q1 2026, its #59 holding.
  • NFP Retirement Inc first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Schwab US Large- Cap ETF position peaked at $37.9M in Q2 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.