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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

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Quarterly 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