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 170,750 shares of SCHG stock, worth $4.86 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

170,750

Previous 37,598 354.15%

Holding current value

$4.86 Million

Previous $3.92 Million 21.5%

% of portfolio

0.14%

Previous 0.12%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $3.45 Million - $14 Million	133,152 Added 354.15%	170,750 $4.76 Million
Q3 2024 Oct 16, 2024	SELL	$92.63 - $105.69 $206,657 - $235,794	-2,231 Reduced 5.6%	37,598 $3.92 Million
Q2 2024 Jul 23, 2024	BUY	$87.04 - $101.61 $247,280 - $288,674	2,841 Added 7.68%	39,829 $4.02 Million
Q1 2024 Apr 23, 2024	SELL	$80.6 - $93.32 $1.49 Million - $1.72 Million	-18,444 Reduced 33.27%	36,988 $3.43 Million
Q4 2023 Jan 18, 2024	BUY	$70.08 - $83.37 $1.41 Million - $1.68 Million	20,180 Added 57.24%	55,432 $4.6 Million
Q3 2023 Oct 13, 2023	SELL	$71.99 - $78.02 $128,358 - $139,109	-1,783 Reduced 4.81%	35,252 $2.56 Million
Q2 2023 Jul 20, 2023	SELL	$63.6 - $74.95 $21,433 - $25,258	-337 Reduced 0.9%	37,035 $2.78 Million
Q1 2023 May 05, 2023	BUY	$54.19 - $65.17 $113,094 - $136,009	2,087 Added 5.91%	37,372 $2.44 Million
Q4 2022 Feb 13, 2023	SELL	$54.31 - $60.76 $363,877 - $407,092	-6,700 Reduced 15.96%	35,285 $1.96 Million
Q3 2022 Nov 03, 2022	BUY	$55.81 - $69.25 $45,150 - $56,023	809 Added 1.96%	41,985 $2.45 Million
Q2 2022 Jul 15, 2022	BUY	$55.73 - $76.55 $15,047 - $20,668	270 Added 0.66%	41,176 $2.39 Million
Q1 2022 Jul 14, 2022	BUY	$65.63 - $82.62 $2.68 Million - $3.38 Million	40,906 New	40,906 $2.41 Million
Q4 2021 Jan 21, 2022	SELL	$73.11 - $83.4 $1.36 Million - $1.55 Million	-18,605 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$73.24 - $78.94 $127,730 - $137,671	1,744 Added 10.34%	18,605 $2.76 Million
Q2 2021 Jul 15, 2021	BUY	$65.3 - $73.24 $496,018 - $556,331	7,596 Added 81.99%	16,861 $2.46 Million
Q1 2021 Apr 14, 2021	BUY	$61.41 - $68.35 $55,084 - $61,309	897 Added 10.72%	9,265 $1.2 Million
Q4 2020 Jan 13, 2021	BUY	$55.95 - $64.38 $90,918 - $104,617	1,625 Added 24.1%	8,368 $1.08 Million
Q3 2020 Oct 09, 2020	BUY	$51.42 - $61.56 $45,301 - $54,234	881 Added 15.03%	6,743 $777,000
Q2 2020 Jul 13, 2020	BUY	$37.99 - $51.32 $13,372 - $18,064	352 Added 6.39%	5,862 $595,000
Q1 2020 Apr 28, 2020	BUY	$34.6 - $51.17 $10,103 - $14,941	292 Added 5.6%	5,510 $439,000
Q4 2019 Jan 23, 2020	SELL	$40.97 - $46.72 $1,106 - $1,261	-27 Reduced 0.51%	5,218 $485,000
Q3 2019 Nov 19, 2019	SELL	$41.7 - $42.86 $1,125 - $1,157	-27 Reduced 0.51%	5,245 $441,000
Q2 2019 Nov 19, 2019	SELL	N/A	-756 Reduced 12.54%	5,272 $439,000
Q1 2019 May 07, 2019	BUY	N/A	45 Added 0.75%	6,028 $479,000
Q4 2018 Feb 22, 2019	SELL	N/A	-485 Reduced 7.5%	5,983 $412,000
Q3 2018 Oct 17, 2018	BUY	N/A	2,212 Added 51.97%	6,468 $531,000
Q2 2018 Aug 13, 2018	BUY	N/A	9 Added 0.21%	4,256 $322,000
Q1 2018 Aug 10, 2018	BUY	N/A	623 Added 17.19%	4,247 $305,000
Q4 2017 Aug 13, 2018	BUY	N/A	1,379 Added 61.43%	3,624 $256,000
Q3 2017 Aug 10, 2018	BUY	N/A	1,593 Added 244.33%	2,245 $148,000
Q2 2017 Aug 10, 2018	BUY	N/A	457 Added 234.36%	652 $41,000
Q4 2016 Aug 10, 2018	BUY	N/A	195	195 $11,000

Others Institutions Holding SCHG

# of Institutions

1,371

Shares Held

1.89B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

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