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

Global Retirement Partners, LLC

  • $2.65 Billion
  • Q1 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 40,832 shares of SCHV stock, worth $3.02 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
40,832
Previous 43,609 6.37%
Holding current value
$3.02 Million
Previous $3.06 Million 1.51%
% of portfolio
0.12%
Previous 0.13%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $758,578 - $817,239
-11,803 Reduced 28.51%
29,600 $1.95 Million
Q3 2022

Nov 03, 2022
BUY
N/A
506 Added 1.24%
41,403 $2.69 Million
Q2 2022

Jul 15, 2022
BUY
N/A
1,007 Added 2.52%
40,897 $2.55 Million
Q1 2022

Jul 14, 2022
BUY
N/A
39,890 New
39,890 $2.65 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-33,368 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
N/A
3,023 Added 9.96%
33,368 $2.25 Million
Q2 2021

Jul 15, 2021
BUY
N/A
18,671 Added 159.94%
30,345 $2.08 Million
Q1 2021

Apr 14, 2021
BUY
N/A
552 Added 4.96%
11,674 $762,000
Q4 2020

Jan 13, 2021
BUY
N/A
745 Added 7.18%
11,122 $662,000
Q3 2020

Oct 09, 2020
BUY
N/A
1,288 Added 14.17%
10,377 $542,000
Q2 2020

Jul 13, 2020
BUY
N/A
1,025 Added 12.71%
9,089 $455,000
Q1 2020

Apr 28, 2020
BUY
N/A
281 Added 3.61%
8,064 $357,000
Q4 2019

Jan 23, 2020
SELL
N/A
-31 Reduced 0.4%
7,783 $468,000
Q3 2019

Nov 19, 2019
SELL
N/A
-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
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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