Schwab U S Broad Market ETF shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 104k | 23.83 |
| 2025-06-30 | $2.5M | 104k | 23.83 |
| 2025-03-31 | $2.3M | 105k | 21.53 |
| 2024-12-31 | $2.4M | 107k | 22.70 |
| 2024-09-30 | $2.4M | 36k | 66.52 |
| 2024-06-30 | $2.4M | 38k | 62.87 |
| 2024-03-31 | $2.3M | 37k | 61.05 |
| 2023-12-31 | $2.1M | 37k | 55.67 |
| 2023-09-30 | $1.8M | 37k | 49.85 |
| 2023-06-30 | $4.5M | 87k | 51.70 |
| 2023-03-31 | $399k | 8.3k | 47.85 |
| 2022-12-31 | $633k | 14k | 44.80 |
| 2022-09-30 | $614k | 15k | 42.00 |
| 2022-06-30 | $646k | 15k | 44.19 |
| 2022-03-31 | $735k | 14k | 53.38 |
| 2021-12-31 | $766k | 6.8k | 113.03 |
| 2021-09-30 | $753k | 7.2k | 103.89 |
| 2021-06-30 | $754k | 7.2k | 104.30 |
| 2021-03-31 | $722k | 7.5k | 96.71 |
| 2020-12-31 | $719k | 7.9k | 90.96 |
| 2020-09-30 | $686k | 8.6k | 79.64 |
| 2020-06-30 | $683k | 9.3k | 73.46 |
| 2020-03-31 | $556k | 9.2k | 60.42 |
| 2019-12-31 | $637k | 8.3k | 76.69 |