Schwab Strategic Tr intrm trm shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 40k | 25.03 |
| 2025-06-30 | $1.0M | 40k | 25.03 |
| 2025-03-31 | $982k | 40k | 24.86 |
| 2024-12-31 | $954k | 39k | 24.29 |
| 2024-09-30 | $988k | 20k | 50.60 |
| 2024-06-30 | $878k | 18k | 48.77 |
| 2024-03-31 | $875k | 18k | 49.05 |
| 2023-12-31 | $883k | 18k | 49.72 |
| 2023-09-30 | $874k | 18k | 47.94 |
| 2023-06-30 | $408k | 8.3k | 49.28 |
| 2023-03-31 | $418k | 8.3k | 50.43 |
| 2022-12-31 | $406k | 8.3k | 49.23 |
| 2022-09-30 | $424k | 8.6k | 49.14 |
| 2022-06-30 | $383k | 7.4k | 51.61 |
| 2022-03-31 | $426k | 8.0k | 53.25 |
| 2021-12-31 | $413k | 7.4k | 56.14 |
| 2020-12-31 | $257k | 4.4k | 58.23 |
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