GRP
SCHR

Global Retirement Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Global Retirement Partners’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$321K Buy
12,790
+5,705
+81% +$144K 0.01% 1204
2025
Q3 		$178K Sell
7,085
-3,660
-34% -$91.5K ﹤0.01% 1236
2025
Q2 		$269K Buy
+10,745
New +$266K 0.01% 952
2024
Q4 		$65.5K Sell
2,696
-74
-3% -$1.82K ﹤0.01% 1485
2024
Q3 		$70.1K Sell
2,770
-1,198
-30% -$29.9K ﹤0.01% 1397
2024
Q2 		$96.7K Buy
3,968
+1,200
+43% +$29.1K ﹤0.01% 1220
2024
Q1 		$67.9K Sell
2,768
-4,570
-62% -$112K ﹤0.01% 1260
2023
Q4 		$182K Sell
7,338
-740
-9% -$17.9K 0.01% 793
2023
Q3 		$192K Buy
8,078
+636
+9% +$15.5K 0.01% 683
2023
Q2 		$183K Sell
7,442
-7,628
-51% -$191K 0.01% 726
2023
Q1 		$384K Sell
15,070
-67,718
-82% -$1.69M 0.02% 485
2022
Q4 		$2.04M Sell
82,788
-1,336
-2% -$32.9K 0.14% 154
2022
Q3 		$2.05M Buy
84,124
+77,384
+1,148% +$1.98M 0.16% 142
2022
Q2 		$174K Buy
6,740
+200
+3% +$5.17K 0.01% 593
2022
Q1 		$171K Buy
+6,540
New +$179K 0.01% 594
2021
Q4 		– Sell
-7,904
Closed -$224K – 1500
2021
Q3 		$224K Buy
7,904
+412
+5% +$11.8K 0.02% 445
2021
Q2 		$213K Buy
7,492
+14
+0.2% +$397 0.02% 439
2021
Q1 		$211K Buy
7,478
+1,776
+31% +$50.9K 0.02% 405
2020
Q4 		$166K Buy
5,702
+3,102
+119% +$90.4K 0.02% 433
2020
Q3 		$76K Buy
2,600
+40
+2% +$1.17K 0.01% 539
2020
Q2 		$75K Buy
2,560
+2,296
+870% +$67.3K 0.01% 538
2020
Q1 		$8K Buy
+264
New +$7.46K ﹤0.01% 1110

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Global Retirement Partners increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 81% in Q4 2025, buying an estimated $144K and bringing the position to 12,790 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1204.

Global Retirement Partners first reported a position in SCHR in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.05M in Q3 2022. 483 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

  • Global Retirement Partners held 12,790 shares of Schwab Intermediately-Term US Treasury ETF worth $321K as of Q4 2025.
  • Global Retirement Partners bought 5,705 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $144K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1204 holding.
  • Global Retirement Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 22 quarters since.
  • Global Retirement Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $2.05M in Q3 2022.
  • 483 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

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