Global Retirement Partners, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Global Retirement Partners, LLC holds 28,673 shares of SCHE stock, worth $781,912. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,673

Previous 29,597 3.12%

Holding current value

$781,912

Previous $863,000 11.59%

% of portfolio

0.02%

Previous 0.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$26.63 - $30.23 $24,606 - $27,932	-924 Reduced 3.12%	28,673 $763,000
Q3 2024 Oct 16, 2024	SELL	$25.45 - $29.53 $18,298 - $21,232	-719 Reduced 2.37%	29,597 $863,000
Q2 2024 Jul 23, 2024	BUY	$24.67 - $27.2 $32,959 - $36,339	1,336 Added 4.61%	30,316 $805,000
Q1 2024 Apr 23, 2024	SELL	$23.47 - $25.45 $29,243 - $31,710	-1,246 Reduced 4.12%	28,980 $731,000
Q4 2023 Jan 18, 2024	BUY	$23.04 - $24.89 $7,994 - $8,636	347 Added 1.16%	30,226 $749,000
Q3 2023 Oct 13, 2023	SELL	$23.83 - $26.11 $15,632 - $17,128	-656 Reduced 2.15%	29,879 $715,000
Q2 2023 Jul 20, 2023	SELL	$23.66 - $25.54 $13,462 - $14,532	-569 Reduced 1.83%	30,535 $752,000
Q1 2023 May 05, 2023	SELL	$23.32 - $26.39 $11,590 - $13,115	-497 Reduced 1.57%	31,104 $762,000
Q4 2022 Feb 13, 2023	SELL	$21.59 - $24.95 $83,164 - $96,107	-3,852 Reduced 10.87%	31,601 $747,000
Q3 2022 Nov 03, 2022	SELL	$22.4 - $25.83 $2,979 - $3,435	-133 Reduced 0.37%	35,453 $768,000
Q2 2022 Jul 15, 2022	BUY	$24.51 - $28.87 $4,117 - $4,850	168 Added 0.47%	35,586 $903,000
Q1 2022 Jul 14, 2022	SELL	$25.61 - $30.82 $17,235 - $20,741	-673 Reduced 1.86%	35,418 $894,000
Q4 2021 Jan 21, 2022	SELL	$28.68 - $31.96 $28,651 - $31,928	-999 Reduced 2.69%	36,091 $1.07 Million
Q3 2021 Oct 22, 2021	BUY	$29.81 - $32.7 $77,267 - $84,758	2,592 Added 7.51%	37,090 $1.13 Million
Q2 2021 Jul 15, 2021	SELL	$31.06 - $33.61 $36,961 - $39,995	-1,190 Reduced 3.33%	34,498 $1.13 Million
Q1 2021 Apr 14, 2021	BUY	$30.78 - $34.63 $4,001 - $4,501	130 Added 0.37%	35,688 $1.13 Million
Q4 2020 Jan 13, 2021	BUY	$26.72 - $30.68 $9,432 - $10,830	353 Added 1.0%	35,558 $1.09 Million
Q3 2020 Oct 09, 2020	BUY	$24.69 - $27.71 $139,399 - $156,450	5,646 Added 19.1%	35,205 $942,000
Q2 2020 Jul 13, 2020	BUY	$19.87 - $25.05 $38,686 - $48,772	1,947 Added 7.05%	29,559 $720,000
Q1 2020 Apr 28, 2020	BUY	$18.68 - $28.22 $10,068 - $15,210	539 Added 1.99%	27,612 $571,000
Q4 2019 Jan 23, 2020	BUY	$24.83 - $27.51 $62,050 - $68,747	2,499 Added 10.17%	27,073 $741,000
Q3 2019 Nov 19, 2019	SELL	$25.08 - $25.94 $27,613 - $28,559	-1,101 Reduced 4.29%	24,574 $618,000
Q2 2019 Nov 19, 2019	SELL	N/A	-1,318 Reduced 4.88%	25,675 $674,000
Q1 2019 May 07, 2019	BUY	N/A	1,958 Added 7.82%	26,993 $702,000
Q4 2018 Feb 22, 2019	SELL	N/A	-1,071 Reduced 4.1%	25,035 $589,000
Q3 2018 Oct 17, 2018	BUY	N/A	9,154 Added 54.0%	26,106 $671,000
Q2 2018 Aug 13, 2018	SELL	N/A	-132 Reduced 0.77%	16,952 $439,000
Q1 2018 Aug 10, 2018	BUY	N/A	2,619 Added 18.11%	17,084 $490,000
Q4 2017 Aug 13, 2018	BUY	N/A	5,631 Added 63.74%	14,465 $404,000
Q3 2017 Aug 10, 2018	BUY	N/A	3,407 Added 62.78%	8,834 $238,000
Q2 2017 Aug 10, 2018	BUY	N/A	3,727 Added 219.24%	5,427 $135,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,700	1,700 $37,000

Others Institutions Holding SCHE

# of Institutions

796

Shares Held

140M

Call Options Held

28.1K

Put Options Held

200

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About SCHWAB STRATEGIC TR US EMERGIN

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Global Retirement Partners, LLC Schwab Strategic Tr Us Emergin Transaction History