GLOBAL RETIREMENT PARTNERS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
GLOBAL RETIREMENT PARTNERS, LLC portfolio value:
$4.05M
portfolio value
GLOBAL RETIREMENT PARTNERS, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.45% | 410 shares | -269K | $45.31 | 90.64K |
| Q2 2022 | share | Increase | +6.37% | 5.40K shares | 179K | $47.87 | 90.23K |
| Q1 2022 | share | Increase | 0.00% | 84.83K shares | 4.14M | $50.57 | 84.83K |
| Q4 2021 | share | Decrease | -100.00% | -77.26K shares | -4.19M | $53.88 | 0 |
| Q3 2021 | share | Decrease | -1.15% | -897 shares | -75K | $53.98 | 77.26K |
| Q2 2021 | share | Increase | +352.13% | 60.87K shares | 3.33M | $54.03 | 78.16K |
| Q1 2021 | share | Increase | +82.71% | 7.82K shares | 403K | $53.1 | 17.28K |
| Q4 2020 | share | Increase | +2.33% | 215 shares | 11K | $54.94 | 9.46K |
| Q3 2020 | share | Increase | +21.05% | 1.60K shares | 89K | $54.57 | 9.24K |
| Q2 2020 | share | Increase | +15.31% | 1.01K shares | 70K | $54.41 | 7.63K |
| Q1 2020 | share | Increase | +26.53% | 1.38K shares | 80K | $52.17 | 6.62K |
| Q4 2019 | share | Increase | +1.79% | 92 shares | 3K | $51.13 | 5.23K |
| Q3 2019 | share | Increase | +26.82% | 1.08K shares | 62K | $51.07 | 5.14K |
| Q2 2019 | share | Increase | +45.64% | 1.27K shares | 70K | $49.92 | 4.05K |
| Q1 2019 | share | Increase | +13.40% | 329 shares | 21K | $48.5 | 2.78K |
| Q4 2018 | share | Decrease | -11.91% | -332 shares | -16K | $47.06 | 2.45K |
| Q3 2018 | share | Increase | +80.10% | 1.24K shares | 62K | $46.41 | 2.78K |
| Q2 2018 | share | Increase | +10.97% | 153 shares | 7K | $46.43 | 1.54K |
| Q1 2018 | share | Increase | +12.41% | 154 shares | 6K | $46.46 | 1.39K |
| Q4 2017 | share | Increase | +253.56% | 890 shares | 47K | $47.18 | 1.24K |
| Q3 2017 | share | Increase | +12.86% | 40 shares | 2K | $47.09 | 351 |
| Q2 2017 | share | Increase | 0.00% | 311 shares | 16K | $46.71 | 311 |