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
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	–	1506
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