Schwab Strategic Tr sht tm us tres shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab Strategic Tr sht tm us tres
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr sht tm us tres held by NFP Retirement consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr sht tm us tres by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $985k | 40k | 24.38 |
| 2025-06-30 | $985k | 40k | 24.38 |
| 2025-03-31 | $964k | 40k | 24.34 |
| 2024-12-31 | $1.1M | 47k | 24.06 |
| 2024-09-30 | $1.2M | 25k | 48.98 |
| 2024-06-30 | $1.1M | 23k | 48.13 |
| 2024-03-31 | $964k | 20k | 48.21 |
| 2023-12-31 | $987k | 20k | 48.45 |
| 2023-09-30 | $1.1M | 22k | 47.89 |
| 2023-06-30 | $654k | 14k | 48.06 |
| 2023-03-31 | $713k | 15k | 48.79 |
| 2022-12-31 | $966k | 20k | 48.24 |
| 2022-09-30 | $836k | 17k | 48.26 |
| 2022-06-30 | $696k | 14k | 49.19 |
| 2022-03-31 | $764k | 15k | 49.54 |
| 2021-12-31 | $797k | 16k | 50.85 |
| 2021-09-30 | $650k | 13k | 51.19 |
| 2021-06-30 | $653k | 13k | 51.22 |
| 2021-03-31 | $973k | 19k | 51.31 |
| 2020-12-31 | $760k | 15k | 51.39 |
| 2020-09-30 | $801k | 16k | 51.50 |
| 2020-06-30 | $314k | 6.1k | 51.63 |
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