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Global Retirement Partners, LLC: SCHV position timeline

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

Global Retirement Partners, LLC held 960,177 SCHV 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 960,177 shares
    Change vs previous 13F +84,916 shares

    0.51% of the 13F portfolio, value $33,423,769.

    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 875,261 shares
    Change vs previous 13F +789,636 shares

    0.46% of the 13F portfolio, value $25,916,489.

    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 85,625 shares
    Change vs previous 13F +6,028 shares

    0.06% of the 13F portfolio, value $2,492,542.

    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 79,597 shares
    Change vs previous 13F -15,982 shares

    0.05% of the 13F portfolio, value $2,202,441.

    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 95,579 shares
    Change vs previous 13F +62,223 shares

    0.07% of the 13F portfolio, value $2,491,756.

    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 33,356 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,680,839.

    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).