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 $908,283. This represents 0.08% of its overall portfolio holdings.

Number of Shares

33,356

Previous 35,976 7.28%

Holding current value

$908,283

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

831

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

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