Global Retirement Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Global Retirement Partners, LLC

  • $2.65 Billion
  • Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Retirement Partners, LLC holds 43,539 shares of SCHB stock, worth $2.78 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
43,539
Previous 42,560 2.3%
Holding current value
$2.78 Million
Previous $2.37 Million 12.2%
% of portfolio
0.1%
Previous 0.1%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$54.61 - $61.05 $53,463 - $59,767
979 Added 2.3%
43,539 $2.66 Million
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $118,977 - $139,719
2,499 Added 6.24%
42,560 $2.37 Million
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $1.26 Million - $1.36 Million
25,346 Added 172.25%
40,061 $2 Million
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $305,219 - $335,171
-6,483 Reduced 30.58%
14,715 $760,000
Q1 2023

May 05, 2023
BUY
$44.47 - $49.23 $137,323 - $152,022
3,088 Added 17.05%
21,198 $1.01 Million
Q4 2022

Feb 13, 2023
SELL
$43.88 - $47.81 $10,618 - $11,570
-242 Reduced 1.32%
18,110 $811,000
Q4 2022

Feb 13, 2023
SELL
$43.88 - $47.81 $10,618 - $11,570
-242 Reduced 1.32%
18,110 $811,000
Q3 2022

Nov 03, 2022
BUY
N/A
84 Added 0.46%
18,352 $833,000
Q2 2022

Jul 15, 2022
BUY
N/A
761 Added 4.35%
18,268 $807,000
Q1 2022

Jul 14, 2022
BUY
N/A
17,507 New
17,507 $808,000
Q4 2021

Jan 21, 2022
SELL
N/A
-7,481 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
N/A
336 Added 4.7%
7,481 $777,000
Q2 2021

Jul 15, 2021
SELL
N/A
-424 Reduced 5.6%
7,145 $745,000
Q1 2021

Apr 14, 2021
BUY
N/A
623 Added 8.97%
7,569 $732,000
Q4 2020

Jan 13, 2021
BUY
N/A
132 Added 1.94%
6,946 $632,000
Q3 2020

Oct 09, 2020
BUY
N/A
445 Added 6.99%
6,814 $543,000
Q2 2020

Jul 13, 2020
BUY
N/A
384 Added 6.42%
6,369 $468,000
Q1 2020

Apr 28, 2020
BUY
N/A
1,939 Added 47.92%
5,985 $362,000
Q4 2019

Jan 23, 2020
BUY
N/A
51 Added 1.28%
4,046 $311,000
Q3 2019

Nov 19, 2019
BUY
N/A
93 Added 2.38%
3,995 $284,000
Q2 2019

Nov 19, 2019
BUY
N/A
63 Added 1.64%
3,902 $275,000
Q1 2019

May 07, 2019
BUY
N/A
197 Added 5.41%
3,839 $261,000
Q4 2018

Feb 22, 2019
BUY
N/A
82 Added 2.3%
3,642 $218,000
Q3 2018

Oct 17, 2018
BUY
N/A
610 Added 20.68%
3,560 $251,000
Q2 2018

Aug 13, 2018
BUY
N/A
9 Added 0.31%
2,950 $195,000
Q1 2018

Aug 10, 2018
BUY
N/A
910 Added 44.81%
2,941 $188,000
Q4 2017

Aug 13, 2018
BUY
N/A
893 Added 78.47%
2,031 $131,000
Q3 2017

Aug 10, 2018
BUY
N/A
775 Added 213.5%
1,138 $69,000
Q2 2017

Aug 10, 2018
BUY
N/A
235 Added 183.59%
363 $21,000
Q4 2016

Aug 10, 2018
BUY
N/A
128
128 $7,000

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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