Global Retirement Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Global Retirement Partners, LLC

  • $2.65 Billion
  • Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,384 shares of SCHR stock, worth $67,414. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,384
Previous 3,669 62.28%
Holding current value
$67,414
Previous $182,000 63.19%
% of portfolio
0.0%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$48.64 - $49.88 $111,142 - $113,975
-2,285 Reduced 62.28%
1,384 $67,000
Q4 2023

Jan 18, 2024
SELL
$47.09 - $49.87 $17,423 - $18,451
-370 Reduced 9.16%
3,669 $182,000
Q3 2023

Oct 13, 2023
BUY
$47.78 - $49.59 $15,194 - $15,769
318 Added 8.55%
4,039 $193,000
Q2 2023

Jul 20, 2023
SELL
$49.25 - $50.96 $187,839 - $194,361
-3,814 Reduced 50.62%
3,721 $183,000
Q1 2023

May 05, 2023
SELL
$48.55 - $50.78 $1.64 Million - $1.72 Million
-33,859 Reduced 81.8%
7,535 $379,000
Q4 2022

Feb 13, 2023
SELL
$48.33 - $50.24 $32,284 - $33,560
-668 Reduced 1.59%
41,394 $2.04 Million
Q3 2022

Nov 03, 2022
BUY
N/A
38,692 Added 1148.13%
42,062 $2.05 Million
Q2 2022

Jul 15, 2022
BUY
N/A
100 Added 3.06%
3,370 $174,000
Q1 2022

Jul 14, 2022
BUY
N/A
3,270 New
3,270 $171,000
Q4 2021

Jan 21, 2022
SELL
N/A
-3,952 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
N/A
206 Added 5.5%
3,952 $224,000
Q2 2021

Jul 15, 2021
BUY
N/A
7 Added 0.19%
3,746 $213,000
Q1 2021

Apr 14, 2021
BUY
N/A
888 Added 31.15%
3,739 $211,000
Q4 2020

Jan 13, 2021
BUY
N/A
1,551 Added 119.31%
2,851 $166,000
Q3 2020

Oct 09, 2020
BUY
N/A
20 Added 1.56%
1,300 $76,000
Q2 2020

Jul 13, 2020
BUY
N/A
1,148 Added 869.7%
1,280 $75,000
Q1 2020

Apr 28, 2020
BUY
N/A
132 New
132 $8,000

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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