Global Retirement Partners, LLC Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 33,356 shares of SCHV stock, worth $874,927. This represents 0.08% of its overall portfolio holdings.

Number of Shares

33,356

Previous 35,976 7.28%

Holding current value

$874,927

Previous $2.67 Million 0.56%

% of portfolio

0.08%

Previous 0.08%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$73.43 - $80.37 $192,386 - $210,569	-2,620 Reduced 7.28%	33,356 $2.68 Million
Q2 2024 Jul 23, 2024	SELL	$71.74 - $75.86 $348,369 - $368,376	-4,856 Reduced 11.89%	35,976 $2.67 Million
Q1 2024 Apr 23, 2024	SELL	$68.82 - $75.98 $191,113 - $210,996	-2,777 Reduced 6.37%	40,832 $3.1 Million
Q4 2023 Jan 18, 2024	BUY	$61.16 - $70.24 $960,945 - $1.1 Million	15,712 Added 56.32%	43,609 $3.06 Million
Q3 2023 Oct 13, 2023	SELL	$64.45 - $69.39 $112,078 - $120,669	-1,739 Reduced 5.87%	27,897 $1.8 Million
Q2 2023 Jul 20, 2023	SELL	$63.33 - $67.21 $72,259 - $76,686	-1,141 Reduced 3.71%	29,636 $1.99 Million
Q1 2023 May 05, 2023	BUY	$62.59 - $69.3 $73,668 - $81,566	1,177 Added 3.98%	30,777 $2.02 Million
Q4 2022 Feb 13, 2023	SELL	$59.13 - $69.24 $697,911 - $817,239	-11,803 Reduced 28.51%	29,600 $1.95 Million
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $29,606 - $34,924	506 Added 1.24%	41,403 $2.69 Million
Q2 2022 Jul 15, 2022	BUY	$60.93 - $72.3 $61,356 - $72,806	1,007 Added 2.52%	40,897 $2.55 Million
Q1 2022 Jul 14, 2022	BUY	$67.71 - $74.19 $2.7 Million - $2.96 Million	39,890 New	39,890 $2.65 Million
Q4 2021 Jan 21, 2022	SELL	$67.9 - $73.3 $2.27 Million - $2.45 Million	-33,368 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$66.91 - $71.05 $202,268 - $214,784	3,023 Added 9.96%	33,368 $2.25 Million
Q2 2021 Jul 15, 2021	BUY	$65.81 - $69.75 $1.23 Million - $1.3 Million	18,671 Added 159.94%	30,345 $2.08 Million
Q1 2021 Apr 14, 2021	BUY	$58.71 - $65.66 $32,407 - $36,244	552 Added 4.96%	11,674 $762,000
Q4 2020 Jan 13, 2021	BUY	$50.83 - $59.53 $37,868 - $44,349	745 Added 7.18%	11,122 $662,000
Q3 2020 Oct 09, 2020	BUY	$49.44 - $54.86 $63,678 - $70,659	1,288 Added 14.17%	10,377 $542,000
Q2 2020 Jul 13, 2020	BUY	$42.21 - $55.29 $43,265 - $56,672	1,025 Added 12.71%	9,089 $455,000
Q1 2020 Apr 28, 2020	BUY	$38.4 - $61.03 $10,790 - $17,149	281 Added 3.61%	8,064 $357,000
Q4 2019 Jan 23, 2020	SELL	$54.73 - $60.25 $1,696 - $1,867	-31 Reduced 0.4%	7,783 $468,000
Q3 2019 Nov 19, 2019	SELL	$56.56 - $57.5 $1,470 - $1,495	-26 Reduced 0.33%	7,814 $443,000
Q2 2019 Nov 19, 2019	SELL	N/A	-605 Reduced 7.16%	7,840 $440,000
Q1 2019 May 07, 2019	BUY	N/A	73 Added 0.87%	8,445 $462,000
Q4 2018 Feb 22, 2019	SELL	N/A	-600 Reduced 6.69%	8,372 $413,000
Q3 2018 Oct 17, 2018	BUY	N/A	3,219 Added 55.95%	8,972 $503,000
Q2 2018 Aug 13, 2018	SELL	N/A	-263 Reduced 4.37%	5,753 $306,000
Q1 2018 Aug 10, 2018	BUY	N/A	900 Added 17.59%	6,016 $318,000
Q4 2017 Aug 13, 2018	BUY	N/A	2,218 Added 76.54%	5,116 $280,000
Q3 2017 Aug 10, 2018	BUY	N/A	2,039 Added 237.37%	2,898 $150,000
Q2 2017 Aug 10, 2018	BUY	N/A	495 Added 135.99%	859 $43,000
Q4 2016 Aug 10, 2018	BUY	N/A	364	364 $18,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Global Retirement Partners, LLC Schwab Strategic Tr Us Large C Transaction History