SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 133,214 Value ($000) $3,494 Avg Close — Range —
Q3 2025
Shares 144,226 Value ($000) $3,708 Avg Close — Range —
Q2 2025
Shares 129,657 Value ($000) $3,090 Avg Close — Range —
Q4 2024
Shares 140,530 Value ($000) $3,190 Avg Close — Range —
Q3 2024
Shares 46,966 Value ($000) $3,124 Avg Close — Range —
Q2 2024
Shares 43,802 Value ($000) $2,754 Avg Close — Range —
Q1 2024
Shares 43,539 Value ($000) $2,658 Avg Close — Range —
Q4 2023
Shares 42,560 Value ($000) $2,357 Avg Close — Range —
Q3 2023
Shares 40,061 Value ($000) $1,979 Avg Close — Range —
Q2 2023
Shares 14,715 Value ($000) $761 Avg Close — Range —
Q1 2023
Shares 21,198 Value ($000) $1,006 Avg Close — Range —
Q4 2022
Shares 18,110 Value ($000) $812 Avg Close — Range —
Q3 2022
Shares 18,352 Value ($000) $833 Avg Close — Range —
Q2 2022
Shares 18,268 Value ($000) $807 Avg Close — Range —
Q1 2022
Shares 17,507 Value ($000) $808 Avg Close — Range —
Q3 2021
Shares 7,481 Value ($000) $777 Avg Close — Range —
Q2 2021
Shares 7,145 Value ($000) $745 Avg Close — Range —
Q1 2021
Shares 7,569 Value ($000) $732 Avg Close — Range —
Q4 2020
Shares 6,946 Value ($000) $632 Avg Close — Range —
Q3 2020
Shares 6,814 Value ($000) $543 Avg Close — Range —
Q2 2020
Shares 6,369 Value ($000) $468 Avg Close — Range —
Q1 2020
Shares 5,985 Value ($000) $362 Avg Close — Range —
Q4 2019
Shares 4,046 Value ($000) $311 Avg Close — Range —
Q3 2019
Shares 3,995 Value ($000) $284 Avg Close — Range —
Q2 2019
Shares 3,902 Value ($000) $275 Avg Close — Range —
Q1 2019
Shares 3,839 Value ($000) $261 Avg Close — Range —
Q4 2018
Shares 3,642 Value ($000) $218 Avg Close — Range —
Q3 2018
Shares 3,560 Value ($000) $251 Avg Close — Range —
Q2 2018
Shares 2,950 Value ($000) $195 Avg Close — Range —
Q1 2018
Shares 2,941 Value ($000) $188 Avg Close — Range —
Q4 2017
Shares 2,031 Value ($000) $131 Avg Close — Range —
Q3 2017
Shares 1,138 Value ($000) $69 Avg Close — Range —
Q2 2017
Shares 363 Value ($000) $21 Avg Close — Range —
Q1 2017
Shares 128 Value ($000) $7 Avg Close — Range —
Q4 2016
Shares 128 Value ($000) $7 Avg Close — Range —