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Global Retirement Partners, LLC: SCHW position timeline

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

Global Retirement Partners, LLC held 27,556 SCHW 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 27,556 shares
    Change vs previous 13F -9,975 shares

    0.04% of the 13F portfolio, value $2,542,564.

    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 37,531 shares
    Change vs previous 13F +6,714 shares

    0.07% of the 13F portfolio, value $3,749,681.

    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 30,817 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $2,942,068.

    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 30,701 shares
    Change vs previous 13F +1,668 shares

    0.07% of the 13F portfolio, value $2,801,126.

    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 29,033 shares
    Change vs previous 13F +1,151 shares

    0.06% of the 13F portfolio, value $2,148,740.

    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 27,882 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,807,017.

    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).