SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 898,757 Value ($000) $29,317 Avg Close — Range —
Q3 2025
Shares 177,669 Value ($000) $5,669 Avg Close — Range —
Q2 2025
Shares 178,318 Value ($000) $5,209 Avg Close — Range —
Q4 2024
Shares 170,750 Value ($000) $4,759 Avg Close — Range —
Q3 2024
Shares 37,598 Value ($000) $3,917 Avg Close — Range —
Q2 2024
Shares 39,829 Value ($000) $4,016 Avg Close — Range —
Q1 2024
Shares 36,988 Value ($000) $3,429 Avg Close — Range —
Q4 2023
Shares 55,432 Value ($000) $4,629 Avg Close — Range —
Q3 2023
Shares 35,252 Value ($000) $2,573 Avg Close — Range —
Q2 2023
Shares 37,035 Value ($000) $2,776 Avg Close — Range —
Q1 2023
Shares 37,372 Value ($000) $2,432 Avg Close — Range —
Q4 2022
Shares 35,285 Value ($000) $1,960 Avg Close — Range —
Q3 2022
Shares 41,985 Value ($000) $2,447 Avg Close — Range —
Q2 2022
Shares 41,176 Value ($000) $2,388 Avg Close — Range —
Q1 2022
Shares 40,906 Value ($000) $2,409 Avg Close — Range —
Q3 2021
Shares 18,605 Value ($000) $2,755 Avg Close — Range —
Q2 2021
Shares 16,861 Value ($000) $2,461 Avg Close — Range —
Q1 2021
Shares 9,265 Value ($000) $1,202 Avg Close — Range —
Q4 2020
Shares 8,368 Value ($000) $1,075 Avg Close — Range —
Q3 2020
Shares 6,743 Value ($000) $777 Avg Close — Range —
Q2 2020
Shares 5,862 Value ($000) $595 Avg Close — Range —
Q1 2020
Shares 5,510 Value ($000) $439 Avg Close — Range —
Q4 2019
Shares 5,218 Value ($000) $485 Avg Close — Range —
Q3 2019
Shares 5,245 Value ($000) $441 Avg Close — Range —
Q2 2019
Shares 5,272 Value ($000) $439 Avg Close — Range —
Q1 2019
Shares 6,028 Value ($000) $479 Avg Close — Range —
Q4 2018
Shares 5,983 Value ($000) $412 Avg Close — Range —
Q3 2018
Shares 6,468 Value ($000) $531 Avg Close — Range —
Q2 2018
Shares 4,256 Value ($000) $322 Avg Close — Range —
Q1 2018
Shares 4,247 Value ($000) $305 Avg Close — Range —
Q4 2017
Shares 3,624 Value ($000) $256 Avg Close — Range —
Q3 2017
Shares 2,245 Value ($000) $148 Avg Close — Range —
Q2 2017
Shares 652 Value ($000) $41 Avg Close — Range —
Q1 2017
Shares 195 Value ($000) $12 Avg Close — Range —
Q4 2016
Shares 195 Value ($000) $11 Avg Close — Range —