Schwab U S Small Cap ETF shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 53k | 27.90 |
| 2025-06-30 | $1.3M | 51k | 25.30 |
| 2024-12-31 | $1.7M | 67k | 25.86 |
| 2024-09-30 | $1.7M | 32k | 51.50 |
| 2024-06-30 | $1.6M | 33k | 47.45 |
| 2024-03-31 | $1.5M | 30k | 49.24 |
| 2023-12-31 | $1.5M | 34k | 45.22 |
| 2023-09-30 | $1.8M | 44k | 40.18 |
| 2023-06-30 | $1.8M | 41k | 43.80 |
| 2023-03-31 | $1.6M | 39k | 40.43 |
| 2022-12-31 | $1.3M | 31k | 40.51 |
| 2022-09-30 | $1.3M | 32k | 41.83 |
| 2022-06-30 | $1.1M | 29k | 38.98 |
| 2022-03-31 | $1.1M | 28k | 40.77 |
| 2021-09-30 | $751k | 7.5k | 100.12 |
| 2021-06-30 | $681k | 6.5k | 104.21 |
| 2021-03-31 | $467k | 4.7k | 99.77 |
| 2020-12-31 | $246k | 2.8k | 88.84 |
| 2020-09-30 | $109k | 1.6k | 68.13 |
| 2020-06-30 | $175k | 2.7k | 65.35 |
| 2020-03-31 | $135k | 2.6k | 51.39 |
| 2019-12-31 | $192k | 2.5k | 75.68 |
| 2019-09-30 | $157k | 2.3k | 69.78 |
| 2019-06-30 | $122k | 1.7k | 71.39 |
| 2019-03-31 | $23k | 327 | 70.34 |
| 2018-12-31 | $40k | 662 | 60.42 |
| 2018-09-30 | $48k | 624 | 76.92 |
| 2018-06-30 | $32k | 435 | 73.56 |
| 2018-03-31 | $30k | 434 | 69.12 |
| 2017-12-31 | $2.0k | 30 | 66.67 |
More positions owned by Global Retirement Partners
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