NFP Retirement Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.57M | Buy |
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|
2025
Q2 | $7.28M | Sell |
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|
2025
Q1 | $6.67M | Sell |
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|
2024
Q4 | $7.31M | Sell |
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|
2024
Q3 | $7.72M | Sell |
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|
2024
Q2 | $7.95M | Sell |
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|
2024
Q1 | $8.77M | Sell |
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|
2023
Q4 | $11M | Sell |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $23.7M | Sell |
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|
2022
Q2 | $27.8M | Buy |
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|
2022
Q1 | $31.8M | Sell |
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|
2021
Q4 | $34.2M | Buy |
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|
2021
Q3 | $30.1M | Sell |
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|
2021
Q2 | $37.9M | Buy |
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|
2021
Q1 | $20.2M | Buy |
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|
2020
Q4 | $19M | Buy |
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|
2020
Q3 | $14.7M | Sell |
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|
2020
Q2 | $14M | Sell |
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|
2020
Q1 | $12.3M | Buy |
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|
2019
Q4 | $14.7M | Buy |
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