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

Global Retirement Partners, LLC

$3.4 Billion
Q4 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 65,455 shares of SCHX stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

65,455

Previous 27,352 139.31%

Holding current value

$1.45 Million

Previous $1.86 Million 18.22%

% of portfolio

0.04%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $853,507 - $2.6 Million	38,103 Added 139.31%	65,455 $1.52 Million
Q3 2024 Oct 16, 2024	SELL	$61.11 - $67.85 $62,515 - $69,410	-1,023 Reduced 3.61%	27,352 $1.86 Million
Q2 2024 Jul 23, 2024	BUY	$58.7 - $64.78 $59,521 - $65,686	1,014 Added 3.71%	28,375 $1.82 Million
Q1 2024 Apr 23, 2024	SELL	$55.41 - $62.08 $147,168 - $164,884	-2,656 Reduced 8.85%	27,361 $1.7 Million
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $9,354 - $10,923	193 Added 0.65%	30,017 $1.69 Million
Q3 2023 Oct 13, 2023	BUY	$50.36 - $54.21 $48,496 - $52,204	963 Added 3.34%	29,824 $1.51 Million
Q2 2023 Jul 20, 2023	SELL	$47.67 - $52.37 $56,441 - $62,006	-1,184 Reduced 3.94%	28,861 $1.51 Million
Q1 2023 May 05, 2023	BUY	$44.78 - $49.41 $175,537 - $193,687	3,920 Added 15.0%	30,045 $1.45 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $36,799 - $41,947	871 Added 3.45%	26,125 $1.18 Million
Q3 2022 Nov 03, 2022	BUY	$42.35 - $51.01 $16,262 - $19,587	384 Added 1.54%	25,254 $1.15 Million
Q2 2022 Jul 15, 2022	BUY	$43.35 - $54.51 $3,164 - $3,979	73 Added 0.29%	24,870 $1.11 Million
Q1 2022 Jul 14, 2022	BUY	$49.51 - $57.27 $1.23 Million - $1.42 Million	24,797 New	24,797 $1.16 Million
Q4 2021 Jan 21, 2022	SELL	$51.9 - $57.29 $307,974 - $339,958	-5,934 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$51.52 - $54.94 $50,592 - $53,951	-982 Reduced 14.2%	5,934 $617,000
Q2 2021 Jul 15, 2021	BUY	$48.62 - $52.01 $16,919 - $18,099	348 Added 5.3%	6,916 $719,000
Q1 2021 Apr 14, 2021	SELL	$44.9 - $48.34 $5,298 - $5,704	-118 Reduced 1.76%	6,568 $631,000
Q4 2020 Jan 13, 2021	SELL	$39.35 - $45.48 $22,626 - $26,151	-575 Reduced 7.92%	6,686 $608,000
Q3 2020 Oct 09, 2020	SELL	$37.26 - $43.03 $19,375 - $22,375	-520 Reduced 6.68%	7,261 $585,000
Q2 2020 Jul 13, 2020	SELL	$29.25 - $38.76 $2,281 - $3,023	-78 Reduced 0.99%	7,781 $577,000
Q1 2020 Apr 28, 2020	BUY	$26.61 - $40.52 $148,749 - $226,506	5,590 Added 246.36%	7,859 $481,000
Q3 2019 Nov 19, 2019	BUY	$35.28 - $36.01 $7,020 - $7,165	199 Added 9.61%	2,269 $161,000
Q2 2019 Nov 19, 2019	BUY	N/A	610 Added 41.78%	2,070 $145,000
Q1 2019 May 07, 2019	BUY	N/A	8 Added 0.55%	1,460 $99,000
Q4 2018 Feb 22, 2019	BUY	N/A	8 Added 0.55%	1,452 $87,000
Q3 2018 Oct 17, 2018	BUY	N/A	6 Added 0.42%	1,444 $100,000
Q2 2018 Aug 13, 2018	BUY	N/A	6 Added 0.42%	1,438 $93,000
Q1 2018 Aug 10, 2018	BUY	N/A	399 Added 38.63%	1,432 $90,000
Q4 2017 Aug 13, 2018	BUY	N/A	532 Added 106.19%	1,033 $66,000
Q3 2017 Aug 10, 2018	BUY	N/A	501	501 $30,000

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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