GLOBAL RETIREMENT PARTNERS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
GLOBAL RETIREMENT PARTNERS, LLC portfolio value:
$1.62M
portfolio value
GLOBAL RETIREMENT PARTNERS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.98% | 239 shares | 94K | $60.53 | 24.60K |
| Q2 2022 | share | Decrease | -1.32% | -325 shares | -112K | $62.73 | 24.36K |
| Q1 2022 | share | Increase | 0.00% | 24.69K shares | 1.64M | $75.86 | 24.69K |
| Q4 2021 | share | Decrease | -100.00% | -18.73K shares | -1.43M | $80.5 | 0 |
| Q3 2021 | share | Increase | +8.40% | 1.45K shares | 83K | $76.66 | 18.73K |
| Q2 2021 | share | Increase | +320.64% | 13.17K shares | 1.04M | $77.99 | 17.28K |
| Q1 2021 | share | Increase | +4.10% | 162 shares | 37K | $73.97 | 4.10K |
| Q4 2020 | share | Decrease | -9.37% | -408 shares | 27K | $67.69 | 3.94K |
| Q3 2020 | share | Increase | +0.16% | 7 shares | 13K | $54.81 | 4.35K |
| Q2 2020 | share | Increase | +76.96% | 1.89K shares | 125K | $51.79 | 4.34K |
| Q1 2020 | share | Increase | +61.43% | 935 shares | 12K | $41.36 | 2.45K |
| Q4 2019 | share | Decrease | -4.52% | -72 shares | 2K | $58.73 | 1.52K |
| Q3 2019 | share | Increase | +11.86% | 169 shares | 9K | $54.92 | 1.59K |
| Q2 2019 | share | Increase | +62.49% | 548 shares | 32K | $55.23 | 1.42K |
| Q1 2019 | share | Increase | +2.21% | 19 shares | 8K | $53.4 | 877 |
| Q4 2018 | share | Decrease | -47.84% | -787 shares | -54K | $46.07 | 858 |
| Q3 2018 | share | Increase | +0.12% | 2 shares | 5K | $55.32 | 1.64K |
| Q2 2018 | share | Increase | +1.36% | 22 shares | 4K | $52.33 | 1.64K |
| Q1 2018 | share | Increase | +50.51% | 544 shares | 29K | $50.29 | 1.62K |
| Q4 2017 | share | Increase | +97.61% | 532 shares | 30K | $50.51 | 1.07K |
| Q3 2017 | share | Increase | +172.50% | 345 shares | 17K | $47.29 | 545 |
| Q2 2017 | share | Increase | 0.00% | 200 shares | 10K | $45.33 | 200 |