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Global Retirement Partners, LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Retirement Partners, LLC on SCHM, newest first. How the timeline and the estimate are built.

Global Retirement Partners, LLC held 77,288 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,288 shares
    Change vs previous 13F +12,667 shares

    0.04% of the 13F portfolio, value $2,849,613.

    13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 64,621 shares
    Change vs previous 13F +3,439 shares

    0.03% of the 13F portfolio, value $1,943,168.

    13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 61,182 shares
    Change vs previous 13F -1,113 shares

    0.04% of the 13F portfolio, value $1,813,446.

    13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 62,295 shares
    Change vs previous 13F -24,596 shares

    0.04% of the 13F portfolio, value $1,747,378.

    13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 86,891 shares
    Change vs previous 13F +58,110 shares

    0.07% of the 13F portfolio, value $2,407,759.

    13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 28,781 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,391,426.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).