SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 64,621 Value ($000) $1,943 Avg Close Range
Q3 2025
Shares 61,182 Value ($000) $1,813 Avg Close Range
Q2 2025
Shares 62,295 Value ($000) $1,747 Avg Close Range
Q4 2024
Shares 86,891 Value ($000) $2,408 Avg Close Range
Q3 2024
Shares 28,781 Value ($000) $2,391 Avg Close Range
Q2 2024
Shares 33,494 Value ($000) $2,607 Avg Close Range
Q1 2024
Shares 31,094 Value ($000) $2,532 Avg Close Range
Q4 2023
Shares 29,924 Value ($000) $2,198 Avg Close Range
Q3 2023
Shares 21,823 Value ($000) $1,443 Avg Close Range
Q2 2023
Shares 21,814 Value ($000) $1,549 Avg Close Range
Q1 2023
Shares 21,599 Value ($000) $1,429 Avg Close Range
Q4 2022
Shares 21,195 Value ($000) $1,391 Avg Close Range
Q3 2022
Shares 24,608 Value ($000) $1,623 Avg Close Range
Q2 2022
Shares 24,369 Value ($000) $1,529 Avg Close Range
Q1 2022
Shares 24,694 Value ($000) $1,641 Avg Close Range
Q3 2021
Shares 18,736 Value ($000) $1,436 Avg Close Range
Q2 2021
Shares 17,284 Value ($000) $1,353 Avg Close Range
Q1 2021
Shares 4,109 Value ($000) $306 Avg Close Range
Q4 2020
Shares 3,947 Value ($000) $269 Avg Close Range
Q3 2020
Shares 4,355 Value ($000) $242 Avg Close Range
Q2 2020
Shares 4,348 Value ($000) $229 Avg Close Range
Q1 2020
Shares 2,457 Value ($000) $104 Avg Close Range
Q4 2019
Shares 1,522 Value ($000) $92 Avg Close Range
Q3 2019
Shares 1,594 Value ($000) $90 Avg Close Range
Q2 2019
Shares 1,425 Value ($000) $81 Avg Close Range
Q1 2019
Shares 877 Value ($000) $49 Avg Close Range
Q4 2018
Shares 858 Value ($000) $41 Avg Close Range
Q3 2018
Shares 1,645 Value ($000) $95 Avg Close Range
Q2 2018
Shares 1,643 Value ($000) $90 Avg Close Range
Q1 2018
Shares 1,621 Value ($000) $86 Avg Close Range
Q4 2017
Shares 1,077 Value ($000) $57 Avg Close Range
Q3 2017
Shares 545 Value ($000) $27 Avg Close Range
Q2 2017
Shares 200 Value ($000) $10 Avg Close Range