Global Retirement Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 5,947 shares of SCHH stock, worth $129,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,947

Previous 9,526 37.57%

Holding current value

$129,823

Previous $220,000 43.18%

% of portfolio

0.0%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$20.55 - $23.26 $73,548 - $83,247	-3,579 Reduced 37.57%	5,947 $125,000
Q3 2024 Oct 16, 2024	SELL	$19.78 - $23.53 $37,166 - $44,212	-1,879 Reduced 16.48%	9,526 $220,000
Q2 2024 Jul 23, 2024	BUY	$18.53 - $20.2 $2,279 - $2,484	123 Added 1.09%	11,405 $227,000
Q1 2024 Apr 23, 2024	SELL	$19.39 - $20.93 $13,902 - $15,006	-717 Reduced 5.98%	11,282 $229,000
Q4 2023 Jan 18, 2024	BUY	$16.76 - $20.95 $24,536 - $30,670	1,464 Added 13.9%	11,999 $248,000
Q3 2023 Oct 13, 2023	BUY	$17.52 - $20.27 $26,262 - $30,384	1,499 Added 16.59%	10,535 $186,000
Q2 2023 Jul 20, 2023	SELL	$18.34 - $19.64 $72,443 - $77,578	-3,950 Reduced 30.42%	9,036 $176,000
Q1 2023 May 05, 2023	BUY	$18.01 - $21.78 $17,307 - $20,930	961 Added 7.99%	12,986 $253,000
Q4 2022 Feb 13, 2023	BUY	$17.68 - $20.46 $20,172 - $23,344	1,141 Added 10.48%	12,025 $231,000
Q3 2022 Nov 03, 2022	BUY	$18.45 - $23.6 $313 - $401	17 Added 0.16%	10,884 $210,000
Q2 2022 Jul 15, 2022	BUY	$20.18 - $25.97 $37,797 - $48,641	1,873 Added 20.82%	10,867 $229,000
Q1 2022 Jul 14, 2022	BUY	$22.75 - $26.16 $86,154 - $99,067	3,787 Added 72.73%	8,994 $201,000
Q4 2021 Jan 21, 2022	BUY	$22.99 - $26.35 $804 - $922	35 Added 0.68%	5,207 $274,000
Q3 2021 Oct 22, 2021	BUY	$22.84 - $24.92 $8,770 - $9,569	384 Added 8.02%	5,172 $236,000
Q2 2021 Jul 15, 2021	BUY	$20.92 - $23.68 $63,262 - $71,608	3,024 Added 171.43%	4,788 $219,000
Q1 2021 Apr 14, 2021	BUY	$18.25 - $20.79 $24,692 - $28,128	1,353 Added 329.2%	1,764 $72,000
Q4 2020 Jan 13, 2021	SELL	$17.04 - $19.33 $16,937 - $19,214	-994 Reduced 70.75%	411 $16,000
Q3 2020 Oct 09, 2020	BUY	$16.99 - $18.73 $2,514 - $2,772	148 Added 11.77%	1,405 $50,000
Q2 2020 Jul 13, 2020	SELL	$14.77 - $20.35 $20,013 - $27,574	-1,355 Reduced 51.88%	1,257 $44,000
Q1 2020 Apr 28, 2020	BUY	$13.54 - $24.27 $35,366 - $63,393	2,612 New	2,612 $86,000
Q1 2019 May 07, 2019	SELL	N/A	-1,103 Closed	0 $0
Q4 2018 Feb 22, 2019	BUY	N/A	935 Added 556.55%	1,103 $42,000
Q3 2018 Oct 17, 2018	BUY	N/A	168 New	168 $7,000
Q2 2018 Aug 13, 2018	SELL	N/A	-265 Closed	0 $0
Q1 2018 Aug 10, 2018	SELL	N/A	-24 Reduced 8.3%	265 $10,000
Q4 2017 Aug 13, 2018	BUY	N/A	24 Added 9.06%	289 $12,000
Q3 2017 Aug 10, 2018	BUY	N/A	120 Added 82.76%	265 $11,000
Q2 2017 Aug 10, 2018	BUY	N/A	145	145 $6,000

Others Institutions Holding SCHH

# of Institutions

555

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Global Retirement Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History