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 27,352 shares of SCHX stock, worth $640,036. This represents 0.06% of its overall portfolio holdings.

Number of Shares

27,352

Previous 28,375 3.61%

Holding current value

$640,036

Previous $1.82 Million 1.76%

% of portfolio

0.06%

Previous 0.06%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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