Global Retirement Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Global Retirement Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.02M	Buy	106,080 +52,876	+99%	+$1.49M	0.05%	328
2025 Q3	$1.48M	Buy	53,204 +1,786	+3%	+$47.8K	0.03%	427
2025 Q2	$1.3M	Buy	+51,418	New	+$1.22M	0.03%	436
2024 Q4	$1.74M	Buy	67,425 +3,097	+5%	+$82.4K	0.05%	329
2024 Q3	$1.66M	Sell	64,328 -1,690	-3%	-$42K	0.05%	330
2024 Q2	$1.57M	Buy	66,018 +5,692	+9%	+$135K	0.05%	314
2024 Q1	$1.49M	Sell	60,326 -6,706	-10%	-$157K	0.06%	289
2023 Q4	$1.52M	Sell	67,032 -21,710	-24%	-$458K	0.06%	260
2023 Q3	$1.78M	Buy	88,742 +7,796	+10%	+$171K	0.09%	204
2023 Q2	$1.77M	Buy	80,946 +3,296	+4%	+$68.7K	0.09%	217
2023 Q1	$1.57M	Buy	77,650 +15,726	+25%	+$338K	0.08%	234
2022 Q4	$1.25M	Sell	61,924 -2,186	-3%	-$44.8K	0.09%	229
2022 Q3	$1.34M	Buy	64,110 +6,642	+12%	+$139K	0.1%	206
2022 Q2	$1.12M	Buy	57,468 +1,500	+3%	+$32.1K	0.09%	231
2022 Q1	$1.14M	Buy	+55,968	New	+$1.32M	0.09%	233
2021 Q4	–	Sell	-30,004	Closed	-$751K	–	1494
2021 Q3	$751K	Buy	30,004 +3,864	+15%	+$98.1K	0.07%	229
2021 Q2	$681K	Buy	26,140 +7,416	+40%	+$190K	0.07%	243
2021 Q1	$467K	Buy	18,724 +7,648	+69%	+$188K	0.05%	269
2020 Q4	$246K	Buy	11,076 +4,676	+73%	+$93.1K	0.03%	359
2020 Q3	$109K	Sell	6,400 -4,312	-40%	-$74.2K	0.02%	468
2020 Q2	$175K	Buy	10,712 +204	+2%	+$3.06K	0.03%	380
2020 Q1	$135K	Buy	10,508 +360	+4%	+$6.12K	0.03%	388
2019 Q4	$192K	Buy	10,148 +1,148	+13%	+$20.8K	0.03%	374
2019 Q3	$157K	Buy	9,000 +2,164	+32%	+$38.2K	0.03%	399
2019 Q2	$122K	Buy	6,836 +5,528	+423%	+$97.8K	0.02%	421
2019 Q1	$23K	Sell	1,308 -1,340	-51%	-$22.9K	0.01%	777
2018 Q4	$40K	Buy	2,648 +152	+6%	+$2.57K	0.01%	558
2018 Q3	$48K	Buy	2,496 +756	+43%	+$14.4K	0.01%	577
2018 Q2	$32K	Buy	1,740 +4	+0.2%	+$72	0.01%	658
2018 Q1	$30K	Buy	1,736 +1,616	+1,347%	+$28.5K	0.01%	656
2017 Q4	$2K	Buy	+120	New	+$2.05K	﹤0.01%	1334