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

Global Retirement Partners, LLC

$3.4 Billion
Q4 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 140,530 shares of SCHB stock, worth $3.23 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

140,530

Previous 46,966 199.22%

Holding current value

$3.23 Million

Previous $3.12 Million 2.11%

% of portfolio

0.09%

Previous 0.1%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $2.06 Million - $6.25 Million	93,564 Added 199.22%	140,530 $3.19 Million
Q3 2024 Oct 16, 2024	BUY	$59.93 - $66.52 $189,618 - $210,469	3,164 Added 7.22%	46,966 $3.12 Million
Q2 2024 Jul 23, 2024	BUY	$57.57 - $63.3 $15,140 - $16,647	263 Added 0.6%	43,802 $2.75 Million
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	$41.94 - $47.81 $10,149 - $11,570	-242 Reduced 1.32%	18,110 $811,000
Q4 2022 Feb 13, 2023	SELL	$41.94 - $47.81 $10,149 - $11,570	-242 Reduced 1.32%	18,110 $811,000
Q3 2022 Nov 03, 2022	BUY	$41.99 - $50.63 $3,527 - $4,252	84 Added 0.46%	18,352 $833,000
Q2 2022 Jul 15, 2022	BUY	$42.93 - $53.98 $32,669 - $41,078	761 Added 4.35%	18,268 $807,000
Q1 2022 Jul 14, 2022	BUY	$49.15 - $56.85 $860,469 - $995,272	17,507 New	17,507 $808,000
Q4 2021 Jan 21, 2022	SELL	$51.87 - $56.86 $388,039 - $425,369	-7,481 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$51.32 - $54.83 $17,243 - $18,422	336 Added 4.7%	7,481 $777,000
Q2 2021 Jul 15, 2021	SELL	$48.92 - $52.14 $20,742 - $22,107	-424 Reduced 5.6%	7,145 $745,000
Q1 2021 Apr 14, 2021	BUY	$44.89 - $48.81 $27,966 - $30,408	623 Added 8.97%	7,569 $732,000
Q4 2020 Jan 13, 2021	BUY	$39.03 - $45.5 $5,151 - $6,006	132 Added 1.94%	6,946 $632,000
Q3 2020 Oct 09, 2020	BUY	$36.93 - $42.52 $16,433 - $18,921	445 Added 6.99%	6,814 $543,000
Q2 2020 Jul 13, 2020	BUY	$28.84 - $38.49 $11,074 - $14,780	384 Added 6.42%	6,369 $468,000
Q1 2020 Apr 28, 2020	BUY	$26.18 - $40.44 $50,763 - $78,413	1,939 Added 47.92%	5,985 $362,000
Q4 2019 Jan 23, 2020	BUY	$34.47 - $38.58 $1,757 - $1,967	51 Added 1.28%	4,046 $311,000
Q3 2019 Nov 19, 2019	BUY	$35.32 - $36.13 $3,284 - $3,360	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

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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