Schwab Strategic Tr us lrg cap etf shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 52k | 26.34 |
| 2025-06-30 | $1.3M | 54k | 24.44 |
| 2024-12-31 | $1.5M | 66k | 23.18 |
| 2024-09-30 | $1.9M | 27k | 67.85 |
| 2024-06-30 | $1.8M | 28k | 64.25 |
| 2024-03-31 | $1.7M | 27k | 62.06 |
| 2023-12-31 | $1.7M | 30k | 56.30 |
| 2023-09-30 | $1.5M | 30k | 50.22 |
| 2023-06-30 | $1.5M | 29k | 52.37 |
| 2023-03-31 | $1.4M | 30k | 48.06 |
| 2022-12-31 | $1.2M | 26k | 45.15 |
| 2022-09-30 | $1.2M | 25k | 45.66 |
| 2022-06-30 | $1.1M | 25k | 44.67 |
| 2022-03-31 | $1.2M | 25k | 46.58 |
| 2021-09-30 | $617k | 5.9k | 103.98 |
| 2021-06-30 | $719k | 6.9k | 103.96 |
| 2021-03-31 | $631k | 6.6k | 96.07 |
| 2020-12-31 | $608k | 6.7k | 90.94 |
| 2020-09-30 | $585k | 7.3k | 80.57 |
| 2020-06-30 | $577k | 7.8k | 74.16 |
| 2020-03-31 | $481k | 7.9k | 61.20 |
| 2019-12-31 | $174k | 2.3k | 76.69 |
| 2019-09-30 | $161k | 2.3k | 70.96 |
| 2019-06-30 | $145k | 2.1k | 70.05 |
| 2019-03-31 | $99k | 1.5k | 67.81 |
| 2018-12-31 | $87k | 1.5k | 59.92 |
| 2018-09-30 | $100k | 1.4k | 69.25 |
| 2018-06-30 | $93k | 1.4k | 64.67 |
| 2018-03-31 | $90k | 1.4k | 62.85 |
| 2017-12-31 | $66k | 1.0k | 63.89 |
| 2017-09-30 | $30k | 501 | 59.88 |
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