A detailed history of Global Retirement Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 37,598 shares of SCHG stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
37,598
Previous 39,829 5.6%
Holding current value
$1.03 Million
Previous $4.02 Million 2.49%
% of portfolio
0.12%
Previous 0.13%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$92.63 - $105.69 $206,657 - $235,794
-2,231 Reduced 5.6%
37,598 $3.92 Million
Q2 2024

Jul 23, 2024

BUY
$87.04 - $101.61 $247,280 - $288,674
2,841 Added 7.68%
39,829 $4.02 Million
Q1 2024

Apr 23, 2024

SELL
$80.6 - $93.32 $1.49 Million - $1.72 Million
-18,444 Reduced 33.27%
36,988 $3.43 Million
Q4 2023

Jan 18, 2024

BUY
$70.08 - $83.37 $1.41 Million - $1.68 Million
20,180 Added 57.24%
55,432 $4.6 Million
Q3 2023

Oct 13, 2023

SELL
$71.99 - $78.02 $128,358 - $139,109
-1,783 Reduced 4.81%
35,252 $2.56 Million
Q2 2023

Jul 20, 2023

SELL
$63.6 - $74.95 $21,433 - $25,258
-337 Reduced 0.9%
37,035 $2.78 Million
Q1 2023

May 05, 2023

BUY
$54.19 - $65.17 $113,094 - $136,009
2,087 Added 5.91%
37,372 $2.44 Million
Q4 2022

Feb 13, 2023

SELL
$54.31 - $60.76 $363,877 - $407,092
-6,700 Reduced 15.96%
35,285 $1.96 Million
Q3 2022

Nov 03, 2022

BUY
$55.81 - $69.25 $45,150 - $56,023
809 Added 1.96%
41,985 $2.45 Million
Q2 2022

Jul 15, 2022

BUY
$55.73 - $76.55 $15,047 - $20,668
270 Added 0.66%
41,176 $2.39 Million
Q1 2022

Jul 14, 2022

BUY
$65.63 - $82.62 $2.68 Million - $3.38 Million
40,906 New
40,906 $2.41 Million
Q4 2021

Jan 21, 2022

SELL
$73.11 - $83.4 $1.36 Million - $1.55 Million
-18,605 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$73.24 - $78.94 $127,730 - $137,671
1,744 Added 10.34%
18,605 $2.76 Million
Q2 2021

Jul 15, 2021

BUY
$65.3 - $73.24 $496,018 - $556,331
7,596 Added 81.99%
16,861 $2.46 Million
Q1 2021

Apr 14, 2021

BUY
$61.41 - $68.35 $55,084 - $61,309
897 Added 10.72%
9,265 $1.2 Million
Q4 2020

Jan 13, 2021

BUY
$55.95 - $64.38 $90,918 - $104,617
1,625 Added 24.1%
8,368 $1.08 Million
Q3 2020

Oct 09, 2020

BUY
$51.42 - $61.56 $45,301 - $54,234
881 Added 15.03%
6,743 $777,000
Q2 2020

Jul 13, 2020

BUY
$37.99 - $51.32 $13,372 - $18,064
352 Added 6.39%
5,862 $595,000
Q1 2020

Apr 28, 2020

BUY
$34.6 - $51.17 $10,103 - $14,941
292 Added 5.6%
5,510 $439,000
Q4 2019

Jan 23, 2020

SELL
$40.97 - $46.72 $1,106 - $1,261
-27 Reduced 0.51%
5,218 $485,000
Q3 2019

Nov 19, 2019

SELL
$41.7 - $42.86 $1,125 - $1,157
-27 Reduced 0.51%
5,245 $441,000
Q2 2019

Nov 19, 2019

SELL
N/A
-756 Reduced 12.54%
5,272 $439,000
Q1 2019

May 07, 2019

BUY
N/A
45 Added 0.75%
6,028 $479,000
Q4 2018

Feb 22, 2019

SELL
N/A
-485 Reduced 7.5%
5,983 $412,000
Q3 2018

Oct 17, 2018

BUY
N/A
2,212 Added 51.97%
6,468 $531,000
Q2 2018

Aug 13, 2018

BUY
N/A
9 Added 0.21%
4,256 $322,000
Q1 2018

Aug 10, 2018

BUY
N/A
623 Added 17.19%
4,247 $305,000
Q4 2017

Aug 13, 2018

BUY
N/A
1,379 Added 61.43%
3,624 $256,000
Q3 2017

Aug 10, 2018

BUY
N/A
1,593 Added 244.33%
2,245 $148,000
Q2 2017

Aug 10, 2018

BUY
N/A
457 Added 234.36%
652 $41,000
Q4 2016

Aug 10, 2018

BUY
N/A
195
195 $11,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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