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Global Retirement Partners, LLC: SCHZ position timeline

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

Global Retirement Partners, LLC held 169,162 SCHZ 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 169,162 shares
    Change vs previous 13F +21,768 shares

    0.06% of the 13F portfolio, value $3,912,713.

    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 147,394 shares
    Change vs previous 13F +7,295 shares

    0.06% of the 13F portfolio, value $3,444,605.

    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 140,099 shares
    Change vs previous 13F +6,968 shares

    0.07% of the 13F portfolio, value $3,288,114.

    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 133,131 shares
    Change vs previous 13F +42,822 shares

    0.08% of the 13F portfolio, value $3,093,963.

    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 90,309 shares
    Change vs previous 13F +36,302 shares

    0.06% of the 13F portfolio, value $2,050,011.

    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 54,007 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,566,402.

    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).