Global Retirement Partners, LLC Schwab Short Term Us Treasury Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Global Retirement Partners, LLC holds 20,091 shares of SCHO stock, worth $483,791. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,091
Previous 25,037 19.75%
Holding current value
$483,791
Previous $1.21 Million 18.34%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 16, 2024
SELL
$47.93 - $49.06 $237,061 - $242,650
-4,946 Reduced 19.75%
20,091 $984,000
Q2 2024

Jul 23, 2024
BUY
$47.75 - $48.13 $153,182 - $154,401
3,208 Added 14.7%
25,037 $1.21 Million
Q1 2024

Apr 23, 2024
BUY
$48.05 - $48.63 $65,251 - $66,039
1,358 Added 6.63%
21,829 $1.05 Million
Q4 2023

Jan 18, 2024
BUY
$47.66 - $48.45 $230,531 - $234,352
4,837 Added 30.94%
20,471 $991,000
Q3 2023

Oct 13, 2023
SELL
$47.78 - $48.2 $27,521 - $27,763
-576 Reduced 3.55%
15,634 $748,000
Q2 2023

Jul 20, 2023
SELL
$48.06 - $48.89 $66,947 - $68,103
-1,393 Reduced 7.91%
16,210 $779,000
Q1 2023

May 05, 2023
BUY
$47.8 - $49.0 $629,765 - $645,575
13,175 Added 297.54%
17,603 $858,000
Q4 2022

Feb 13, 2023
SELL
$47.89 - $48.47 $4,214 - $4,265
-88 Reduced 1.95%
4,428 $213,000
Q3 2022

Nov 03, 2022
SELL
$48.15 - $49.37 $18,345 - $18,809
-381 Reduced 7.78%
4,516 $217,000
Q2 2022

Jul 15, 2022
BUY
$48.73 - $49.59 $7,163 - $7,289
147 Added 3.09%
4,897 $241,000
Q1 2022

Jul 14, 2022
BUY
$49.47 - $50.82 $234,982 - $241,395
4,750 New
4,750 $235,000
Q4 2021

Jan 21, 2022
SELL
$50.83 - $51.21 $415,128 - $418,232
-8,167 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
$51.18 - $51.3 $2,200 - $2,205
43 Added 0.53%
8,167 $418,000
Q2 2021

Jul 15, 2021
BUY
$51.19 - $51.33 $2,457 - $2,463
48 Added 0.59%
8,124 $416,000
Q2 2020

Jul 13, 2020
SELL
$51.53 - $51.71 $9,739 - $9,773
-189 Reduced 2.29%
8,076 $417,000
Q1 2020

Apr 28, 2020
BUY
$50.48 - $51.73 $2,473 - $2,534
49 Added 0.6%
8,265 $428,000
Q2 2019

Nov 19, 2019
BUY
N/A
50 Added 0.61%
8,216 $416,000
Q1 2019

May 07, 2019
BUY
N/A
4,344 Added 113.66%
8,166 $410,000
Q4 2018

Feb 22, 2019
SELL
N/A
-240 Reduced 5.91%
3,822 $191,000
Q3 2018

Oct 17, 2018
BUY
N/A
3,332 Added 456.44%
4,062 $201,000
Q1 2018

Aug 10, 2018
SELL
N/A
-160 Reduced 17.98%
730 $36,000
Q4 2017

Aug 13, 2018
BUY
N/A
890
890 $45,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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