Global Retirement Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 595 shares of SCHI stock, worth $13,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares
595
Previous 504 18.06%
Holding current value
$13,429
Previous $22,000 22.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024
BUY
$43.73 - $46.29 $3,979 - $4,212
91 Added 18.06%
595 $27,000
Q2 2024

Jul 23, 2024
SELL
$43.11 - $44.42 $78,460 - $80,844
-1,820 Reduced 78.31%
504 $22,000
Q1 2024

Apr 23, 2024
SELL
$43.87 - $44.99 $186,403 - $191,162
-4,249 Reduced 64.64%
2,324 $103,000
Q4 2023

Jan 18, 2024
BUY
$40.96 - $45.17 $54,231 - $59,805
1,324 Added 25.22%
6,573 $295,000
Q3 2023

Oct 13, 2023
BUY
$42.12 - $44.19 $219,360 - $230,141
5,208 Added 12702.44%
5,249 $221,000
Q2 2023

Jul 20, 2023
BUY
$43.63 - $45.06 $1,788 - $1,847
41 New
41 $1,000

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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