Schwab Strategic Tr cmn shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 86k | 29.11 |
| 2025-06-30 | $2.2M | 80k | 27.67 |
| 2024-12-31 | $2.5M | 96k | 26.07 |
| 2024-09-30 | $2.7M | 33k | 80.37 |
| 2024-06-30 | $2.7M | 36k | 74.08 |
| 2024-03-31 | $3.1M | 41k | 75.98 |
| 2023-12-31 | $3.0M | 44k | 69.25 |
| 2023-09-30 | $1.8M | 28k | 63.28 |
| 2023-06-30 | $2.0M | 30k | 67.09 |
| 2023-03-31 | $2.0M | 31k | 64.92 |
| 2022-12-31 | $2.0M | 30k | 66.02 |
| 2022-09-30 | $2.7M | 41k | 64.92 |
| 2022-06-30 | $2.6M | 41k | 62.43 |
| 2022-03-31 | $2.6M | 40k | 66.41 |
| 2021-09-30 | $2.3M | 33k | 67.49 |
| 2021-06-30 | $2.1M | 30k | 68.38 |
| 2021-03-31 | $762k | 12k | 65.27 |
| 2020-12-31 | $662k | 11k | 59.52 |
| 2020-09-30 | $542k | 10k | 52.23 |
| 2020-06-30 | $455k | 9.1k | 50.06 |
| 2020-03-31 | $357k | 8.1k | 44.27 |
| 2019-12-31 | $468k | 7.8k | 60.13 |
| 2019-09-30 | $443k | 7.8k | 56.69 |
| 2019-06-30 | $440k | 7.8k | 56.12 |
| 2019-03-31 | $462k | 8.4k | 54.71 |
| 2018-12-31 | $413k | 8.4k | 49.33 |
| 2018-09-30 | $503k | 9.0k | 56.06 |
| 2018-06-30 | $306k | 5.8k | 53.19 |
| 2018-03-31 | $318k | 6.0k | 52.86 |
| 2017-12-31 | $280k | 5.1k | 54.73 |
| 2017-09-30 | $150k | 2.9k | 51.76 |
| 2017-06-30 | $43k | 859 | 50.06 |
| 2017-03-31 | $18k | 364 | 49.45 |
| 2016-12-31 | $18k | 364 | 49.45 |
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