Global Retirement Partners, LLC Schwab Charles Corp Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Global Retirement Partners, LLC holds 27,882 shares of SCHW stock, worth $1.98 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,882
Previous 27,179 2.59%
Holding current value
$1.98 Million
Previous $2 Million 9.74%
% of portfolio
0.06%
Previous 0.06%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$61.74 - $76.08 $43,403 - $53,484
703 Added 2.59%
27,882 $1.81 Million
Q2 2024

Jul 23, 2024
BUY
$70.03 - $78.9 $354,561 - $399,470
5,063 Added 22.89%
27,179 $2 Million
Q1 2024

Apr 23, 2024
BUY
$61.89 - $72.38 $93,639 - $109,510
1,513 Added 7.34%
22,116 $1.6 Million
Q4 2023

Jan 18, 2024
BUY
$49.33 - $70.98 $84,748 - $121,943
1,718 Added 9.1%
20,603 $1.42 Million
Q3 2023

Oct 13, 2023
SELL
$54.2 - $67.94 $13,224 - $16,577
-244 Reduced 1.28%
18,885 $1.04 Million
Q2 2023

Jul 20, 2023
BUY
$47.37 - $57.14 $22,595 - $27,255
477 Added 2.56%
19,129 $1.08 Million
Q1 2023

May 05, 2023
BUY
$51.91 - $85.6 $57,723 - $95,187
1,112 Added 6.34%
18,652 $976,000
Q4 2022

Feb 13, 2023
BUY
$67.43 - $83.26 $82,534 - $101,910
1,224 Added 7.5%
17,540 $1.46 Million
Q3 2022

Nov 03, 2022
BUY
$21.16 - $74.92 $293,214 - $1.04 Million
13,857 Added 563.52%
16,316 $1.3 Million
Q2 2022

Jul 15, 2022
BUY
$59.99 - $83.83 $7,258 - $10,143
121 Added 5.18%
2,459 $155,000
Q1 2022

Jul 14, 2022
BUY
$75.69 - $95.53 $176,963 - $223,349
2,338 New
2,338 $149,000
Q4 2021

Jan 21, 2022
SELL
$73.23 - $85.82 $160,446 - $188,031
-2,191 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
$66.68 - $77.38 $9,935 - $11,529
149 Added 7.3%
2,191 $160,000
Q2 2021

Jul 15, 2021
BUY
$63.69 - $76.01 $5,859 - $6,992
92 Added 4.72%
2,042 $149,000
Q1 2021

Apr 14, 2021
BUY
$51.54 - $67.65 $15,410 - $20,227
299 Added 18.11%
1,950 $127,000
Q4 2020

Jan 13, 2021
BUY
$36.75 - $53.04 $3,197 - $4,614
87 Added 5.56%
1,651 $88,000
Q3 2020

Oct 09, 2020
SELL
$33.02 - $36.28 $25,128 - $27,609
-761 Reduced 32.73%
1,564 $57,000
Q2 2020

Jul 13, 2020
BUY
$31.75 - $42.82 $23,241 - $31,344
732 Added 45.95%
2,325 $78,000
Q1 2020

Apr 28, 2020
BUY
$28.43 - $49.0 $2,530 - $4,361
89 Added 5.92%
1,593 $54,000
Q4 2019

Jan 23, 2020
BUY
$35.1 - $51.07 $2,808 - $4,085
80 Added 5.62%
1,504 $72,000
Q2 2019

Nov 19, 2019
SELL
$39.15 - $46.26 $5,402 - $6,383
-138 Reduced 8.83%
1,424 $57,000
Q1 2019

May 07, 2019
BUY
$40.72 - $47.98 $12,501 - $14,729
307 Added 24.46%
1,562 $67,000
Q4 2018

Feb 22, 2019
SELL
$38.25 - $52.17 $497 - $678
-13 Reduced 1.03%
1,255 $52,000
Q3 2018

Oct 17, 2018
BUY
$49.15 - $54.22 $22,412 - $24,724
456 Added 56.16%
1,268 $62,000
Q2 2018

Aug 13, 2018
SELL
$50.11 - $59.59 $24,403 - $29,020
-487 Reduced 37.49%
812 $41,000
Q1 2018

Aug 10, 2018
SELL
$48.9 - $57.76 $4,645 - $5,487
-95 Reduced 6.81%
1,299 $68,000
Q4 2017

Aug 13, 2018
BUY
$43.27 - $52.28 $30,981 - $37,432
716 Added 105.6%
1,394 $72,000
Q3 2017

Aug 10, 2018
BUY
$38.11 - $44.04 $3,048 - $3,523
80 Added 13.38%
678 $30,000
Q2 2017

Aug 10, 2018
BUY
N/A
47 Added 8.53%
598 $26,000
Q1 2017

Aug 10, 2018
SELL
N/A
-31 Reduced 5.33%
551 $22,000
Q4 2016

Aug 10, 2018
BUY
N/A
582
582 $23,000

Others Institutions Holding SCHW

# of Institutions
2,075
Shares Held
1.51B
Call Options Held
17.2M
Put Options Held
22.9M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $129B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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