Schwab Strategic Tr cmn shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 45k | 27.67 |
| 2025-06-30 | $1.2M | 45k | 27.67 |
| 2025-03-31 | $1.2M | 44k | 26.58 |
| 2024-12-31 | $1.5M | 58k | 26.07 |
| 2024-09-30 | $1.6M | 20k | 80.37 |
| 2024-06-30 | $1.7M | 22k | 74.09 |
| 2024-03-31 | $2.3M | 30k | 75.98 |
| 2023-12-31 | $2.5M | 36k | 70.10 |
| 2023-09-30 | $2.4M | 37k | 64.46 |
| 2023-06-30 | $2.3M | 35k | 67.09 |
| 2023-03-31 | $2.4M | 36k | 65.58 |
| 2022-12-31 | $2.5M | 37k | 66.02 |
| 2022-09-30 | $4.5M | 77k | 58.51 |
| 2022-06-30 | $5.6M | 90k | 62.43 |
| 2022-03-31 | $5.6M | 78k | 71.39 |
| 2021-12-31 | $5.7M | 78k | 73.23 |
| 2021-09-30 | $4.9M | 73k | 67.48 |
| 2021-06-30 | $6.1M | 89k | 68.38 |
| 2021-03-31 | $3.0M | 46k | 65.28 |
| 2020-12-31 | $1.9M | 32k | 59.53 |
| 2020-09-30 | $1.4M | 27k | 52.19 |
| 2020-06-30 | $867k | 17k | 50.11 |
| 2020-03-31 | $1.3M | 29k | 44.27 |
| 2019-12-31 | $1.1M | 19k | 59.99 |