Global Retirement Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Global Retirement Partners, LLC
- $2.65 Billion
- Q1 2024
A detailed history of Global Retirement Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Global Retirement Partners, LLC holds 31,094 shares of SCHM stock, worth $2.4 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
31,094
Previous 29,924
3.91%
Holding current value
$2.4 Million
Previous $2.25 Million
12.34%
% of portfolio
0.1%
Previous 0.09%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.62 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$781 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$285 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio