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

Global Retirement Partners, LLC

$3.25 Billion
Q3 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 1,385 shares of SCHR stock, worth $33,794. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,385

Previous 1,984 30.19%

Holding current value

$33,794

Previous $96,000 27.08%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$48.4 - $50.91 $28,991 - $30,495	-599 Reduced 30.19%	1,385 $70,000
Q2 2024 Jul 23, 2024	BUY	$47.85 - $49.0 $28,710 - $29,400	600 Added 43.35%	1,984 $96,000
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	$48.12 - $50.24 $32,144 - $33,560	-668 Reduced 1.59%	41,394 $2.04 Million
Q3 2022 Nov 03, 2022	BUY	$48.68 - $52.54 $1.88 Million - $2.03 Million	38,692 Added 1148.13%	42,062 $2.05 Million
Q2 2022 Jul 15, 2022	BUY	$50.08 - $52.78 $5,008 - $5,278	100 Added 3.06%	3,370 $174,000
Q1 2022 Jul 14, 2022	BUY	$52.72 - $55.84 $172,394 - $182,596	3,270 New	3,270 $171,000
Q4 2021 Jan 21, 2022	SELL	$55.82 - $56.81 $220,600 - $224,513	-3,952 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$56.59 - $57.62 $11,657 - $11,869	206 Added 5.5%	3,952 $224,000
Q2 2021 Jul 15, 2021	BUY	$56.38 - $57.16 $394 - $400	7 Added 0.19%	3,746 $213,000
Q1 2021 Apr 14, 2021	BUY	$56.41 - $58.25 $50,092 - $51,726	888 Added 31.15%	3,739 $211,000
Q4 2020 Jan 13, 2021	BUY	$57.98 - $58.64 $89,926 - $90,950	1,551 Added 119.31%	2,851 $166,000
Q3 2020 Oct 09, 2020	BUY	$58.56 - $58.96 $1,171 - $1,179	20 Added 1.56%	1,300 $76,000
Q2 2020 Jul 13, 2020	BUY	$58.18 - $58.86 $66,790 - $67,571	1,148 Added 869.7%	1,280 $75,000
Q1 2020 Apr 28, 2020	BUY	$55.04 - $58.78 $7,265 - $7,758	132 New	132 $8,000

Others Institutions Holding SCHR

# of Institutions

403

Shares Held

172M

Call Options Held

2.3K

Put Options Held

7.4K

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About SCHWAB INTERMEDIATE-TERM US TR

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