Schwab Strategic Tr us aggregate b shares owned by NFP Retirement
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 44k | 23.24 |
| 2025-06-30 | $1.0M | 44k | 23.24 |
| 2025-03-31 | $1.1M | 46k | 23.16 |
| 2024-12-31 | $1.3M | 56k | 22.70 |
| 2024-09-30 | $2.6M | 54k | 47.52 |
| 2024-06-30 | $2.5M | 55k | 45.58 |
| 2024-03-31 | $4.1M | 88k | 46.00 |
| 2023-12-31 | $5.8M | 124k | 46.62 |
| 2023-09-30 | $5.1M | 116k | 44.23 |
| 2023-06-30 | $8.0M | 173k | 46.16 |
| 2023-03-31 | $6.1M | 131k | 46.91 |
| 2022-12-31 | $6.7M | 146k | 45.65 |
| 2022-09-30 | $19M | 414k | 45.31 |
| 2022-06-30 | $19M | 400k | 47.87 |
| 2022-03-31 | $22M | 444k | 50.57 |
| 2021-12-31 | $21M | 398k | 53.90 |
| 2021-09-30 | $19M | 353k | 54.26 |
| 2021-06-30 | $20M | 357k | 54.60 |
| 2021-03-31 | $16M | 302k | 53.95 |
| 2020-12-31 | $7.6M | 137k | 56.03 |
| 2020-09-30 | $8.2M | 147k | 56.08 |
| 2020-06-30 | $7.5M | 133k | 56.24 |
| 2020-03-31 | $5.0M | 93k | 54.27 |
| 2019-12-31 | $5.5M | 103k | 53.52 |
Top funds holding Schwab Strategic Tr us aggregate b
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