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Global Retirement Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Global Retirement Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.49M Sell
133,214
-11,012
-8% -$287K 0.06% 289
2025
Q3 		$3.71M Buy
144,226
+14,569
+11% +$361K 0.08% 215
2025
Q2 		$3.09M Buy
+129,657
New +$2.86M 0.08% 237
2024
Q4 		$3.19M Sell
140,530
-368
-0.3% -$8.4K 0.09% 213
2024
Q3 		$3.12M Buy
140,898
+9,492
+7% +$203K 0.09% 199
2024
Q2 		$2.75M Buy
131,406
+789
+0.6% +$16K 0.09% 218
2024
Q1 		$2.66M Buy
130,617
+2,937
+2% +$56.8K 0.1% 203
2023
Q4 		$2.36M Buy
127,680
+7,497
+6% +$129K 0.1% 199
2023
Q3 		$1.98M Buy
120,183
+76,038
+172% +$1.32M 0.1% 191
2023
Q2 		$761K Sell
44,145
-19,449
-31% -$317K 0.04% 365
2023
Q1 		$1.01M Buy
63,594
+9,264
+17% +$145K 0.05% 306
2022
Q4 		$812K Sell
54,330
-726
-1% -$10.9K 0.06% 286
2022
Q3 		$833K Buy
55,056
+252
+0.5% +$3.92K 0.06% 270
2022
Q2 		$807K Buy
54,804
+2,283
+4% +$36.6K 0.06% 276
2022
Q1 		$808K Buy
+52,521
New +$922K 0.06% 282
2021
Q4 		– Sell
-44,886
Closed -$777K – 1492
2021
Q3 		$777K Buy
44,886
+2,016
+5% +$35.9K 0.08% 222
2021
Q2 		$745K Sell
42,870
-2,544
-6% -$43.1K 0.08% 229
2021
Q1 		$732K Buy
45,414
+3,738
+9% +$58.9K 0.09% 207
2020
Q4 		$632K Buy
41,676
+792
+2% +$11.3K 0.08% 209
2020
Q3 		$543K Buy
40,884
+2,670
+7% +$35.1K 0.08% 218
2020
Q2 		$468K Buy
38,214
+2,304
+6% +$26.6K 0.07% 229
2020
Q1 		$362K Buy
35,910
+11,634
+48% +$141K 0.07% 235
2019
Q4 		$311K Buy
24,276
+306
+1% +$3.75K 0.05% 299
2019
Q3 		$284K Buy
23,970
+558
+2% +$6.59K 0.05% 305
2019
Q2 		$275K Buy
23,412
+378
+2% +$4.37K 0.05% 289
2019
Q1 		$261K Buy
23,034
+1,182
+5% +$12.9K 0.06% 253
2018
Q4 		$218K Buy
21,852
+492
+2% +$5.32K 0.06% 267
2018
Q3 		$251K Buy
21,360
+3,660
+21% +$42.2K 0.06% 264
2018
Q2 		$195K Buy
17,700
+54
+0.3% +$590 0.05% 289
2018
Q1 		$188K Buy
17,646
+5,460
+45% +$60K 0.05% 287
2017
Q4 		$131K Buy
12,186
+5,358
+78% +$56.2K 0.04% 312
2017
Q3 		$69K Buy
6,828
+4,650
+213% +$46.2K 0.03% 376
2017
Q2 		$21K Buy
2,178
+1,410
+184% +$13.6K 0.01% 594
2017
Q1 		$7K Hold
768
– – ﹤0.01% 841
2016
Q4 		$7K Buy
+768
New +$6.77K ﹤0.01% 789

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Global Retirement Partners's SCHB Position: Q4 2025 in Review

Global Retirement Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 7.6% in Q4 2025, selling an estimated $287K and leaving 133,214 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #289.

Global Retirement Partners first reported a position in SCHB in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.71M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Global Retirement Partners held 133,214 shares of Schwab US Broad Market ETF worth $3.49M as of Q4 2025.
  • Global Retirement Partners sold 11,012 Schwab US Broad Market ETF shares in Q4 2025, an estimated $287K.
  • Schwab US Broad Market ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #289 holding.
  • Global Retirement Partners first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's Schwab US Broad Market ETF position peaked at $3.71M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.