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Global Retirement Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Retirement Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.4M Buy
+149,434
New +$4.27M 0.07% 258
2025
Q4 		$4.46M Buy
165,907
+113,831
+219% +$3.04M 0.08% 231
2025
Q3 		$1.37M Sell
52,076
-1,766
-3% -$44.8K 0.03% 451
2025
Q2 		$1.32M Buy
+53,842
New +$1.22M 0.03% 428
2024
Q4 		$1.52M Sell
65,455
-16,601
-20% -$387K 0.04% 360
2024
Q3 		$1.86M Sell
82,056
-3,069
-4% -$66.9K 0.06% 297
2024
Q2 		$1.82M Buy
85,125
+3,042
+4% +$62.9K 0.06% 287
2024
Q1 		$1.7M Sell
82,083
-7,968
-9% -$157K 0.06% 259
2023
Q4 		$1.69M Buy
90,051
+579
+0.6% +$10.2K 0.07% 243
2023
Q3 		$1.5M Buy
89,472
+2,889
+3% +$50.7K 0.08% 231
2023
Q2 		$1.51M Sell
86,583
-3,552
-4% -$58.6K 0.07% 238
2023
Q1 		$1.44M Buy
90,135
+11,760
+15% +$185K 0.08% 243
2022
Q4 		$1.18M Buy
78,375
+2,613
+3% +$39.6K 0.08% 239
2022
Q3 		$1.15M Buy
75,762
+1,152
+2% +$18.1K 0.09% 230
2022
Q2 		$1.11M Buy
74,610
+219
+0.3% +$3.55K 0.09% 232
2022
Q1 		$1.16M Buy
+74,391
New +$1.32M 0.09% 227
2021
Q4 		– Sell
-35,604
Closed -$617K – 1503
2021
Q3 		$617K Sell
35,604
-5,892
-14% -$105K 0.06% 265
2021
Q2 		$719K Buy
41,496
+2,088
+5% +$35.2K 0.07% 235
2021
Q1 		$631K Sell
39,408
-708
-2% -$11.1K 0.07% 228
2020
Q4 		$608K Sell
40,116
-3,450
-8% -$49.4K 0.08% 214
2020
Q3 		$585K Sell
43,566
-3,120
-7% -$41.5K 0.09% 209
2020
Q2 		$577K Sell
46,686
-468
-1% -$5.45K 0.09% 200
2020
Q1 		$481K Buy
47,154
+33,540
+246% +$407K 0.09% 198
2019
Q4 		$174K Hold
13,614
– – 0.03% 390
2019
Q3 		$161K Buy
13,614
+1,194
+10% +$14.1K 0.03% 395
2019
Q2 		$145K Buy
12,420
+3,660
+42% +$42K 0.03% 394
2019
Q1 		$99K Buy
8,760
+48
+0.6% +$520 0.02% 394
2018
Q4 		$87K Buy
8,712
+48
+0.6% +$515 0.02% 405
2018
Q3 		$100K Buy
8,664
+36
+0.4% +$409 0.02% 397
2018
Q2 		$93K Buy
8,628
+36
+0.4% +$388 0.02% 398
2018
Q1 		$90K Buy
8,592
+2,394
+39% +$26K 0.02% 396
2017
Q4 		$66K Buy
6,198
+3,192
+106% +$33.1K 0.02% 442
2017
Q3 		$30K Buy
+3,006
New +$29.5K 0.01% 542

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Global Retirement Partners's SCHX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 149,434 shares worth $4.4M. The stake represents 0.07% of the portfolio and ranks #258 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHX as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHX in Q3 2017 and has held it in 33 quarters since. The position peaked at $4.46M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Global Retirement Partners held 149,434 shares of Schwab US Large- Cap ETF worth $4.4M as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #258 holding.
  • Global Retirement Partners first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's Schwab US Large- Cap ETF position peaked at $4.46M in Q4 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.