Global Retirement Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$108K	Buy	2,362 +2,198	+1,340%	+$99.6K	﹤0.01%	1863
2025 Q3	$7.45K	Hold	164	–	–	﹤0.01%	2817
2025 Q2	$6.97K	Buy	+164	New	+$6.35K	﹤0.01%	2764
2024 Q4	$2.2K	Sell	64 -296	-82%	-$10.8K	﹤0.01%	3045
2024 Q3	$13.9K	Sell	360 -1,061	-75%	-$39.1K	﹤0.01%	2160
2024 Q2	$50.6K	Buy	1,421 +1	+0.1%	+$36	﹤0.01%	1529
2024 Q1	$50.8K	Buy	1,420 +2	+0.1%	+$69	﹤0.01%	1403
2023 Q4	$47.7K	Sell	1,418 -163	-10%	-$5.29K	﹤0.01%	1393
2023 Q3	$49K	Hold	1,581	–	–	﹤0.01%	1281
2023 Q2	$53.4K	Hold	1,581	–	–	﹤0.01%	1238
2023 Q1	$53.5K	Sell	1,581 -464	-23%	-$15.5K	﹤0.01%	1202
2022 Q4	$64.4K	Buy	2,045 +1,515	+286%	+$46.2K	﹤0.01%	985
2022 Q3	$16K	Sell	530 -10	-2%	-$315	﹤0.01%	1491
2022 Q2	$17K	Buy	540 +210	+64%	+$7.27K	﹤0.01%	1423
2022 Q1	$11K	Buy	+330	New	+$12.6K	﹤0.01%	1595
2021 Q4	–	Sell	-130	Closed	-$5K	–	1496
2021 Q3	$5K	Hold	130	–	–	﹤0.01%	1637
2021 Q2	$5K	Hold	130	–	–	﹤0.01%	1584
2021 Q1	$5K	Hold	130	–	–	﹤0.01%	1485
2020 Q4	$5K	Hold	130	–	–	﹤0.01%	1456
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	1378
2020 Q2	$4K	Sell	130 -18	-12%	-$497	﹤0.01%	1350
2020 Q1	$4K	Buy	+148	New	+$4.55K	﹤0.01%	1299