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Retirement Planning Group, LLC: SCHB position timeline

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

Retirement Planning Group, LLC held 1,068,109 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,068,109 shares
    Change vs previous 13F -18,159 shares

    0.79% of the 13F portfolio, value $30,932,449.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,086,268 shares
    Change vs previous 13F -94,700 shares

    0.84% of the 13F portfolio, value $27,265,328.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,180,968 shares
    Change vs previous 13F -55,956 shares

    1.02% of the 13F portfolio, value $30,976,803.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,236,924 shares
    Change vs previous 13F -300,227 shares

    1.1% of the 13F portfolio, value $31,801,321.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,537,151 shares
    Change vs previous 13F -241,002 shares

    1.56% of the 13F portfolio, value $36,630,317.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,778,153 shares
    Change vs previous 13F -3,999,484 shares

    1.8% of the 13F portfolio, value $38,283,634.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,777,637 shares
    Change vs previous 13F +3,986,204 shares

    6.6% of the 13F portfolio, value $131,152,369.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,791,433 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $119,166,147.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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