Great Lakes Retirement, Inc. Schwab Strategic Tr Us Broad M Transaction History

Great Lakes Retirement, Inc.

$774 Billion
Q4 2024

A detailed history of Great Lakes Retirement, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Great Lakes Retirement, Inc. holds 887,907 shares of SCHB stock, worth $19.7 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

887,907

Previous 299,863 196.1%

Holding current value

$19.7 Million

Previous $19.9 Billion 1.05%

% of portfolio

2.6%

Previous 2.56%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $12.9 Million - $39.3 Million	588,044 Added 196.1%	887,907 $20.2 Billion
Q3 2024 Oct 22, 2024	SELL	$59.93 - $66.52 $22,593 - $25,078	-377 Reduced 0.13%	299,863 $19.9 Billion
Q2 2024 Aug 09, 2024	SELL	$57.57 - $63.3 $234,943 - $258,327	-4,081 Reduced 1.34%	300,240 $18.9 Billion
Q1 2024 May 09, 2024	SELL	$54.61 - $61.05 $385,983 - $431,501	-7,068 Reduced 2.27%	304,321 $18.6 Billion
Q4 2023 Jan 18, 2024	SELL	$47.61 - $55.91 $181,584 - $213,240	-3,814 Reduced 1.21%	311,389 $17.3 Billion
Q3 2023 Oct 19, 2023	SELL	$49.59 - $53.57 $182,342 - $196,976	-3,677 Reduced 1.15%	315,203 $15.7 Billion
Q2 2023 Aug 03, 2023	SELL	$47.08 - $51.7 $204,044 - $224,067	-4,334 Reduced 1.34%	318,880 $16.5 Billion
Q1 2023 May 09, 2023	SELL	$44.47 - $49.23 $529,059 - $585,689	-11,897 Reduced 3.55%	323,214 $15.5 Billion
Q4 2022 Mar 06, 2023	BUY	$41.94 - $47.81 $9.6 Million - $10.9 Million	228,783 Added 215.17%	335,111 $15 Billion
Q1 2020 Jun 04, 2020	BUY	$26.18 - $40.44 $258,213 - $398,859	9,863 Added 10.22%	106,328 $6.43 Million
Q4 2019 Feb 18, 2020	BUY	$34.47 - $38.58 $3.33 Million - $3.72 Million	96,465 New	96,465 $7.42 Million

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Great Lakes Retirement, Inc. Schwab Strategic Tr Us Broad M Transaction History