GLOBAL RETIREMENT PARTNERS, LLC – Schwab U.S. Small-Cap ETF Transaction History
GLOBAL RETIREMENT PARTNERS, LLC portfolio value:
$1.34M
portfolio value
GLOBAL RETIREMENT PARTNERS, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.56% | 3.32K shares | 221K | $37.8 | 32.05K |
| Q2 2022 | share | Increase | +2.68% | 750 shares | -21K | $38.99 | 28.73K |
| Q1 2022 | share | Increase | 0.00% | 27.98K shares | 1.14M | $47.36 | 27.98K |
| Q4 2021 | share | Decrease | -100.00% | -7.50K shares | -751K | $102.53 | 0 |
| Q3 2021 | share | Increase | +14.78% | 966 shares | 70K | $100.1 | 7.50K |
| Q2 2021 | share | Increase | +39.61% | 1.85K shares | 214K | $103.88 | 6.53K |
| Q1 2021 | share | Increase | +69.05% | 1.91K shares | 221K | $99.17 | 4.68K |
| Q4 2020 | share | Increase | +73.06% | 1.16K shares | 137K | $88.35 | 2.76K |
| Q3 2020 | share | Decrease | -40.25% | -1.07K shares | -66K | $67.59 | 1.6K |
| Q2 2020 | share | Increase | +1.94% | 51 shares | 40K | $64.37 | 2.67K |
| Q1 2020 | share | Increase | +3.55% | 90 shares | -57K | $50.66 | 2.62K |
| Q4 2019 | share | Increase | +12.76% | 287 shares | 35K | $74.03 | 2.53K |
| Q3 2019 | share | Increase | +31.66% | 541 shares | 35K | $67.9 | 2.25K |
| Q2 2019 | share | Increase | +422.63% | 1.38K shares | 99K | $69.35 | 1.70K |
| Q1 2019 | share | Decrease | -50.60% | -335 shares | -17K | $67.61 | 327 |
| Q4 2018 | share | Increase | +6.09% | 38 shares | -8K | $58.53 | 662 |
| Q3 2018 | share | Increase | +43.45% | 189 shares | 16K | $73.07 | 624 |
| Q2 2018 | share | Increase | +0.23% | 1 shares | 2K | $70.37 | 435 |
| Q1 2018 | share | Increase | +1346.67% | 404 shares | 28K | $65.97 | 434 |
| Q4 2017 | share | Increase | 0.00% | 30 shares | 2K | $66.36 | 30 |