Schwab Strategic Tr us lrg cap etf shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 309k | 24.51 |
| 2025-06-30 | $7.3M | 298k | 24.44 |
| 2025-03-31 | $6.7M | 302k | 22.08 |
| 2024-12-31 | $7.3M | 315k | 23.18 |
| 2024-09-30 | $7.7M | 114k | 67.85 |
| 2024-06-30 | $8.0M | 124k | 64.25 |
| 2024-03-31 | $8.8M | 141k | 62.06 |
| 2023-12-31 | $11M | 194k | 56.40 |
| 2023-09-30 | $12M | 229k | 50.60 |
| 2023-06-30 | $12M | 231k | 52.37 |
| 2023-03-31 | $12M | 242k | 48.37 |
| 2022-12-31 | $12M | 272k | 45.15 |
| 2022-09-30 | $24M | 560k | 42.35 |
| 2022-06-30 | $28M | 623k | 44.66 |
| 2022-03-31 | $32M | 591k | 53.85 |
| 2021-12-31 | $34M | 301k | 113.82 |
| 2021-09-30 | $30M | 290k | 104.03 |
| 2021-06-30 | $38M | 364k | 103.97 |
| 2021-03-31 | $20M | 210k | 96.03 |
| 2020-12-31 | $19M | 209k | 90.95 |
| 2020-09-30 | $15M | 182k | 80.63 |
| 2020-06-30 | $14M | 189k | 74.10 |
| 2020-03-31 | $12M | 202k | 61.25 |
| 2019-12-31 | $15M | 192k | 76.62 |
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