GLOBAL RETIREMENT PARTNERS, LLC – Schwab U.S. Large-Cap ETF Transaction History
GLOBAL RETIREMENT PARTNERS, LLC portfolio value:
$1.15M
portfolio value
GLOBAL RETIREMENT PARTNERS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.54% | 384 shares | 42K | $42.35 | 25.25K |
| Q2 2022 | share | Increase | +0.29% | 73 shares | -44K | $44.66 | 24.87K |
| Q1 2022 | share | Increase | 0.00% | 24.79K shares | 1.15M | $53.85 | 24.79K |
| Q4 2021 | share | Decrease | -100.00% | -5.93K shares | -617K | $114.22 | 0 |
| Q3 2021 | share | Decrease | -14.20% | -982 shares | -102K | $104.03 | 5.93K |
| Q2 2021 | share | Increase | +5.30% | 348 shares | 88K | $103.64 | 6.91K |
| Q1 2021 | share | Decrease | -1.76% | -118 shares | 23K | $95.42 | 6.56K |
| Q4 2020 | share | Decrease | -7.92% | -575 shares | 23K | $90.1 | 6.68K |
| Q3 2020 | share | Decrease | -6.68% | -520 shares | 8K | $79.55 | 7.26K |
| Q2 2020 | share | Decrease | -0.99% | -78 shares | 96K | $72.65 | 7.78K |
| Q1 2020 | share | Increase | +246.36% | 5.59K shares | 307K | $59.81 | 7.85K |
| Q4 2019 | share | 0.00% | 0 shares | 13K | $74.57 | 2.26K | |
| Q3 2019 | share | Increase | +9.61% | 199 shares | 16K | $68.44 | 2.26K |
| Q2 2019 | share | Increase | +41.78% | 610 shares | 46K | $67.41 | 2.07K |
| Q1 2019 | share | Increase | +0.55% | 8 shares | 12K | $64.64 | 1.46K |
| Q4 2018 | share | Increase | +0.55% | 8 shares | -13K | $56.83 | 1.45K |
| Q3 2018 | share | Increase | +0.42% | 6 shares | 7K | $65.87 | 1.44K |
| Q2 2018 | share | Increase | +0.42% | 6 shares | 3K | $61.27 | 1.43K |
| Q1 2018 | share | Increase | +38.63% | 399 shares | 24K | $59.2 | 1.43K |
| Q4 2017 | share | Increase | +106.19% | 532 shares | 36K | $59.61 | 1.03K |
| Q3 2017 | share | Increase | 0.00% | 501 shares | 30K | $55.86 | 501 |