NFP Retirement, Inc. SCHD Holdings History
NFP Retirement, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, NFP Retirement, Inc. held 1.33 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $37.24 Mil. This investment constitutes 2.95% of their stock portfolio, and NFP Retirement, Inc. now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then NFP Retirement, Inc. has made 19 purchases of SCHD, at an average price of $24.59, for a total of 1.44 Mil shares. In addition, there have been 1 sales at an average price of $25.83 for 107,184.00 shares. Based on historical transaction data and SCHD's current price of $27.02, NFP Retirement, Inc.'s estimated gain on his SCHD holdings is $3.37 Mil, reflecting a 9.51% gain to date.
NFP Retirement, Inc. SCHD ($27.02) Holding Chart
NFP Retirement, Inc. SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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