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Schwab Strategic Tr shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $50k 1.9k 26.18
2024-09-30 $214 4 53.50

More positions owned by Global Retirement Partners

Spdr Series Trust St Str P500etf (SPYM)
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Ishares Tr Core S&p500 Etf (IVV)
Arthur J. Gallagher & Co. (AJG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Broadcom (AVGO)
Tesla Motors (TSLA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Global Retirement Partners

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Jones Financial Companies, L.L
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
L2 Asset Management
Strategic Financial Planning
CFG Wealth Management Services
Principia Wealth Advisory
Summit Financial
Harbour Investments
Mma Asset Management
Mfg Wealth Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr