Global Retirement Partners’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$824	Sell	26 -449	-95%	-$14.5K	﹤0.01%	3917
2025 Q3	$15.3K	Buy	475 +10	+2%	+$317	﹤0.01%	2516
2025 Q2	$14.8K	Buy	+465	New	+$14.7K	﹤0.01%	2421
2024 Q4	$8.58K	Sell	273 -214	-44%	-$7.05K	﹤0.01%	2447
2024 Q3	$17K	Sell	487 -21	-4%	-$722	﹤0.01%	2064
2024 Q2	$16.7K	Buy	+508	New	+$16.5K	﹤0.01%	2078

Other funds holding SCHQ

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Global Retirement Partners reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 95% in Q4 2025, selling an estimated $14.5K and leaving 26 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Global Retirement Partners first reported a position in SCHQ in Q2 2024 and has held it in 6 quarters since. The position peaked at $17K in Q3 2024. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Global Retirement Partners held 26 shares of Schwab Long-Term US Treasury ETF worth $824 as of Q4 2025.
Global Retirement Partners sold 449 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $14.5K.
Schwab Long-Term US Treasury ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3917 holding.
Global Retirement Partners first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and has held it in 6 quarters since.
Global Retirement Partners's Schwab Long-Term US Treasury ETF position peaked at $17K in Q3 2024.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

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