Global Retirement Partners, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 67,425 shares of SCHA stock, worth $1.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

67,425

Previous 32,164 109.63%

Holding current value

$1.8 Million

Previous $1.66 Million 5.25%

% of portfolio

0.05%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $893,161 - $1.8 Million	35,261 Added 109.63%	67,425 $1.74 Million
Q3 2024 Oct 16, 2024	SELL	$46.9 - $51.96 $39,630 - $43,906	-845 Reduced 2.56%	32,164 $1.66 Million
Q2 2024 Jul 23, 2024	BUY	$45.24 - $49.04 $128,753 - $139,567	2,846 Added 9.44%	33,009 $1.57 Million
Q1 2024 Apr 23, 2024	SELL	$44.84 - $49.24 $150,348 - $165,101	-3,353 Reduced 10.0%	30,163 $1.49 Million
Q4 2023 Jan 18, 2024	SELL	$38.13 - $48.02 $413,901 - $521,257	-10,855 Reduced 24.46%	33,516 $1.58 Million
Q3 2023 Oct 13, 2023	BUY	$40.85 - $46.1 $159,233 - $179,697	3,898 Added 9.63%	44,371 $1.84 Million
Q2 2023 Jul 20, 2023	BUY	$39.91 - $43.82 $65,771 - $72,215	1,648 Added 4.24%	40,473 $1.77 Million
Q1 2023 May 05, 2023	BUY	$39.82 - $46.36 $313,104 - $364,528	7,863 Added 25.4%	38,825 $1.63 Million
Q4 2022 Feb 13, 2023	SELL	$38.25 - $43.54 $41,807 - $47,589	-1,093 Reduced 3.41%	30,962 $1.25 Million
Q3 2022 Nov 03, 2022	BUY	$37.65 - $45.9 $125,035 - $152,433	3,321 Added 11.56%	32,055 $1.34 Million
Q2 2022 Jul 15, 2022	BUY	$37.88 - $48.01 $28,410 - $36,007	750 Added 2.68%	28,734 $1.12 Million
Q1 2022 Jul 14, 2022	BUY	$44.42 - $51.73 $1.24 Million - $1.45 Million	27,984 New	27,984 $1.14 Million
Q4 2021 Jan 21, 2022	SELL	$48.64 - $55.07 $364,848 - $413,080	-7,501 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$48.3 - $52.49 $46,657 - $50,705	966 Added 14.78%	7,501 $751,000
Q2 2021 Jul 15, 2021	BUY	$48.39 - $52.91 $89,715 - $98,095	1,854 Added 39.61%	6,535 $681,000
Q1 2021 Apr 14, 2021	BUY	$43.89 - $52.63 $83,917 - $100,628	1,912 Added 69.05%	4,681 $467,000
Q4 2020 Jan 13, 2021	BUY	$34.66 - $45.17 $40,517 - $52,803	1,169 Added 73.06%	2,769 $246,000
Q3 2020 Oct 09, 2020	SELL	$32.09 - $36.38 $34,593 - $39,217	-1,078 Reduced 40.25%	1,600 $109,000
Q2 2020 Jul 13, 2020	BUY	$23.59 - $35.22 $1,203 - $1,796	51 Added 1.94%	2,678 $175,000
Q1 2020 Apr 28, 2020	BUY	$22.29 - $38.7 $2,006 - $3,483	90 Added 3.55%	2,627 $135,000
Q4 2019 Jan 23, 2020	BUY	$33.63 - $38.03 $9,651 - $10,914	287 Added 12.76%	2,537 $192,000
Q3 2019 Nov 19, 2019	BUY	$34.78 - $36.12 $18,815 - $19,540	541 Added 31.66%	2,250 $157,000
Q2 2019 Nov 19, 2019	BUY	N/A	1,382 Added 422.63%	1,709 $122,000
Q1 2019 May 07, 2019	SELL	N/A	-335 Reduced 50.6%	327 $23,000
Q4 2018 Feb 22, 2019	BUY	N/A	38 Added 6.09%	662 $40,000
Q3 2018 Oct 17, 2018	BUY	N/A	189 Added 43.45%	624 $48,000
Q2 2018 Aug 13, 2018	BUY	N/A	1 Added 0.23%	435 $32,000
Q1 2018 Aug 10, 2018	BUY	N/A	404 Added 1346.67%	434 $30,000
Q4 2017 Aug 13, 2018	BUY	N/A	30	30 $2,000

Others Institutions Holding SCHA

# of Institutions

1,167

Shares Held

188M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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