GRP
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Global Retirement Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Global Retirement Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$29.3M Buy
898,757
+721,088
+406% +$23.5M 0.52% 39
2025
Q3 		$5.67M Sell
177,669
-649
-0.4% -$19.8K 0.13% 148
2025
Q2 		$5.21M Buy
+178,318
New +$4.71M 0.13% 150
2024
Q4 		$4.76M Buy
170,750
+20,358
+14% +$557K 0.14% 148
2024
Q3 		$3.92M Sell
150,392
-8,924
-6% -$225K 0.12% 166
2024
Q2 		$4.02M Buy
159,316
+11,364
+8% +$268K 0.13% 162
2024
Q1 		$3.43M Sell
147,952
-73,776
-33% -$1.63M 0.13% 166
2023
Q4 		$4.63M Buy
221,728
+80,720
+57% +$1.56M 0.19% 115
2023
Q3 		$2.57M Sell
141,008
-7,132
-5% -$134K 0.13% 153
2023
Q2 		$2.78M Sell
148,140
-1,348
-0.9% -$23.1K 0.14% 144
2023
Q1 		$2.43M Buy
149,488
+8,348
+6% +$127K 0.13% 159
2022
Q4 		$1.96M Sell
141,140
-26,800
-16% -$385K 0.13% 156
2022
Q3 		$2.45M Buy
167,940
+3,236
+2% +$50.7K 0.19% 121
2022
Q2 		$2.39M Buy
164,704
+1,080
+0.7% +$17.3K 0.19% 119
2022
Q1 		$2.41M Buy
+163,624
New +$2.98M 0.19% 121
2021
Q4 		– Sell
-148,840
Closed -$2.75M – 1496
2021
Q3 		$2.75M Buy
148,840
+13,952
+10% +$266K 0.27% 71
2021
Q2 		$2.46M Buy
134,888
+60,768
+82% +$1.05M 0.25% 80
2021
Q1 		$1.2M Buy
74,120
+7,176
+11% +$117K 0.14% 142
2020
Q4 		$1.07M Buy
66,944
+13,000
+24% +$197K 0.13% 147
2020
Q3 		$777K Buy
53,944
+7,048
+15% +$98.2K 0.11% 178
2020
Q2 		$595K Buy
46,896
+2,816
+6% +$32.8K 0.09% 198
2020
Q1 		$439K Buy
44,080
+2,336
+6% +$26.6K 0.08% 210
2019
Q4 		$485K Sell
41,744
-216
-0.5% -$2.38K 0.07% 232
2019
Q3 		$441K Sell
41,960
-216
-0.5% -$2.28K 0.07% 229
2019
Q2 		$439K Sell
42,176
-6,048
-13% -$61.5K 0.08% 199
2019
Q1 		$479K Buy
48,224
+360
+0.8% +$3.4K 0.12% 163
2018
Q4 		$412K Sell
47,864
-3,880
-7% -$36.1K 0.11% 191
2018
Q3 		$531K Buy
51,744
+17,696
+52% +$176K 0.12% 166
2018
Q2 		$322K Buy
34,048
+72
+0.2% +$670 0.08% 218
2018
Q1 		$305K Buy
33,976
+4,984
+17% +$45.9K 0.08% 223
2017
Q4 		$256K Buy
28,992
+11,032
+61% +$94.8K 0.07% 235
2017
Q3 		$148K Buy
17,960
+12,744
+244% +$103K 0.06% 272
2017
Q2 		$41K Buy
5,216
+3,656
+234% +$28.5K 0.02% 447
2017
Q1 		$12K Hold
1,560
– – 0.01% 699
2016
Q4 		$11K Buy
+1,560
New +$10.8K 0.01% 670

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Global Retirement Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 406% in Q4 2025, buying an estimated $23.5M and bringing the position to 898,757 shares worth $29.3M. The position accounts for 0.52% of the portfolio, ranked #39.

Global Retirement Partners first reported a position in SCHG in Q4 2016 and has held it in 35 quarters since. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Global Retirement Partners held 898,757 shares of Schwab US Large-Cap Growth ETF worth $29.3M as of Q4 2025.
  • Global Retirement Partners bought 721,088 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $23.5M.
  • Schwab US Large-Cap Growth ETF made up 0.52% of Global Retirement Partners's portfolio in Q4 2025, its #39 holding.
  • Global Retirement Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 35 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

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