SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 561,938 Value ($000) $15,414 Avg Close Range
Q3 2025
Shares 471,282 Value ($000) $12,866 Avg Close Range
Q2 2025
Shares 459,965 Value ($000) $12,189 Avg Close Range
Q4 2024
Shares 613,892 Value ($000) $16,772 Avg Close Range
Q3 2024
Shares 206,670 Value ($000) $17,470 Avg Close Range
Q2 2024
Shares 208,235 Value ($000) $16,192 Avg Close Range
Q1 2024
Shares 194,591 Value ($000) $15,690 Avg Close Range
Q4 2023
Shares 320,257 Value ($000) $24,247 Avg Close Range
Q3 2023
Shares 232,771 Value ($000) $16,166 Avg Close Range
Q2 2023
Shares 292,070 Value ($000) $21,210 Avg Close Range
Q1 2023
Shares 298,251 Value ($000) $21,021 Avg Close Range
Q4 2022
Shares 230,903 Value ($000) $17,442 Avg Close Range
Q3 2022
Shares 178,674 Value ($000) $13,200 Avg Close Range
Q2 2022
Shares 103,195 Value ($000) $7,392 Avg Close Range
Q1 2022
Shares 98,098 Value ($000) $7,466 Avg Close Range
Q3 2021
Shares 73,757 Value ($000) $5,476 Avg Close Range
Q2 2021
Shares 68,933 Value ($000) $5,213 Avg Close Range
Q1 2021
Shares 59,944 Value ($000) $4,371 Avg Close Range
Q4 2020
Shares 9,307 Value ($000) $597 Avg Close Range
Q3 2020
Shares 5,098 Value ($000) $282 Avg Close Range
Q2 2020
Shares 4,154 Value ($000) $215 Avg Close Range
Q1 2019
Shares 203 Value ($000) $11 Avg Close Range
Q4 2018
Shares 203 Value ($000) $10 Avg Close Range
Q3 2018
Shares 203 Value ($000) $11 Avg Close Range
Q2 2018
Shares 203 Value ($000) $10 Avg Close Range
Q1 2018
Shares 203 Value ($000) $10 Avg Close Range
Q4 2017
Shares 203 Value ($000) $10 Avg Close Range
Q3 2017
Shares 203 Value ($000) $10 Avg Close Range
Q2 2017
Shares 102 Value ($000) $5 Avg Close Range