SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 147,394 Value ($000) $3,445 Avg Close Range
Q3 2025
Shares 140,099 Value ($000) $3,288 Avg Close Range
Q2 2025
Shares 133,131 Value ($000) $3,094 Avg Close Range
Q4 2024
Shares 90,309 Value ($000) $2,050 Avg Close Range
Q3 2024
Shares 54,007 Value ($000) $2,566 Avg Close Range
Q2 2024
Shares 56,737 Value ($000) $2,586 Avg Close Range
Q1 2024
Shares 52,818 Value ($000) $2,430 Avg Close Range
Q4 2023
Shares 61,823 Value ($000) $2,859 Avg Close Range
Q3 2023
Shares 81,529 Value ($000) $3,564 Avg Close Range
Q2 2023
Shares 84,903 Value ($000) $3,919 Avg Close Range
Q1 2023
Shares 85,557 Value ($000) $4,031 Avg Close Range
Q4 2022
Shares 70,142 Value ($000) $3,202 Avg Close Range
Q3 2022
Shares 90,648 Value ($000) $4,051 Avg Close Range
Q2 2022
Shares 90,238 Value ($000) $4,320 Avg Close Range
Q1 2022
Shares 84,833 Value ($000) $4,141 Avg Close Range
Q3 2021
Shares 77,267 Value ($000) $4,193 Avg Close Range
Q2 2021
Shares 78,164 Value ($000) $4,268 Avg Close Range
Q1 2021
Shares 17,288 Value ($000) $933 Avg Close Range
Q4 2020
Shares 9,462 Value ($000) $530 Avg Close Range
Q3 2020
Shares 9,247 Value ($000) $519 Avg Close Range
Q2 2020
Shares 7,639 Value ($000) $430 Avg Close Range
Q1 2020
Shares 6,625 Value ($000) $360 Avg Close Range
Q4 2019
Shares 5,236 Value ($000) $280 Avg Close Range
Q3 2019
Shares 5,144 Value ($000) $277 Avg Close Range
Q2 2019
Shares 4,056 Value ($000) $215 Avg Close Range
Q1 2019
Shares 2,785 Value ($000) $145 Avg Close Range
Q4 2018
Shares 2,456 Value ($000) $124 Avg Close Range
Q3 2018
Shares 2,788 Value ($000) $140 Avg Close Range
Q2 2018
Shares 1,548 Value ($000) $78 Avg Close Range
Q1 2018
Shares 1,395 Value ($000) $71 Avg Close Range
Q4 2017
Shares 1,241 Value ($000) $65 Avg Close Range
Q3 2017
Shares 351 Value ($000) $18 Avg Close Range
Q2 2017
Shares 311 Value ($000) $16 Avg Close Range