Schwab U S Broad Market ETF shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 144k | 25.71 |
| 2025-06-30 | $3.1M | 130k | 23.83 |
| 2024-12-31 | $3.2M | 141k | 22.70 |
| 2024-09-30 | $3.1M | 47k | 66.52 |
| 2024-06-30 | $2.8M | 44k | 62.87 |
| 2024-03-31 | $2.7M | 44k | 61.05 |
| 2023-12-31 | $2.4M | 43k | 55.38 |
| 2023-09-30 | $2.0M | 40k | 49.39 |
| 2023-06-30 | $761k | 15k | 51.70 |
| 2023-03-31 | $1.0M | 21k | 47.44 |
| 2022-12-31 | $812k | 18k | 44.81 |
| 2022-09-30 | $833k | 18k | 45.39 |
| 2022-06-30 | $807k | 18k | 44.18 |
| 2022-03-31 | $808k | 18k | 46.15 |
| 2021-09-30 | $777k | 7.5k | 103.86 |
| 2021-06-30 | $745k | 7.1k | 104.27 |
| 2021-03-31 | $732k | 7.6k | 96.71 |
| 2020-12-31 | $632k | 6.9k | 90.99 |
| 2020-09-30 | $543k | 6.8k | 79.69 |
| 2020-06-30 | $468k | 6.4k | 73.48 |
| 2020-03-31 | $362k | 6.0k | 60.48 |
| 2019-12-31 | $311k | 4.0k | 76.87 |
| 2019-09-30 | $284k | 4.0k | 71.09 |
| 2019-06-30 | $275k | 3.9k | 70.48 |
| 2019-03-31 | $261k | 3.8k | 67.99 |
| 2018-12-31 | $218k | 3.6k | 59.86 |
| 2018-09-30 | $251k | 3.6k | 70.51 |
| 2018-06-30 | $195k | 3.0k | 66.10 |
| 2018-03-31 | $188k | 2.9k | 63.92 |
| 2017-12-31 | $131k | 2.0k | 64.50 |
| 2017-09-30 | $69k | 1.1k | 60.63 |
| 2017-06-30 | $21k | 363 | 57.85 |
| 2017-03-31 | $7.0k | 128 | 54.69 |
| 2016-12-31 | $7.0k | 128 | 54.69 |
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