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Retirement Planning Co of New England, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Co of New England, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Retirement Planning Co of New England, Inc. held 3,797 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,797 shares
    Change vs previous 13F -71 shares

    0.14% of the 13F portfolio, value $371,094.

    13F-HR 0001172661-26-004542 filed by Retirement Planning Co of New England, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,868 shares
    Change vs previous 13F +92 shares

    0.13% of the 13F portfolio, value $356,884.

    13F-HR 0001172661-26-002949 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,776 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $354,894.

    13F-HR 0001172661-26-001637 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,762 shares
    Change vs previous 13F +117 shares

    0.15% of the 13F portfolio, value $375,893.

    13F-HR 0001172661-26-000360 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,645 shares
    Change vs previous 13F +44 shares

    0.14% of the 13F portfolio, value $348,022.

    13F-HR 0001172661-25-004540 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,601 shares
    Change vs previous 13F -475 shares

    0.15% of the 13F portfolio, value $328,580.

    13F-HR 0001172661-25-003052 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 4,076 shares
    Change vs previous 13F +214 shares

    0.16% of the 13F portfolio, value $319,136.

    13F-HR/A 0001172661-25-002190 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,862 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $285,863.

    13F-HR 0001172661-25-000632 filed by Retirement Planning Co of New England, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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