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Retirement Planning Group, LLC: SCHF position timeline

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

Retirement Planning Group, LLC held 312,672 SCHF 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 312,672 shares
    Change vs previous 13F +24,722 shares

    0.22% of the 13F portfolio, value $8,661,004.

    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 287,950 shares
    Change vs previous 13F -6,281 shares

    0.22% of the 13F portfolio, value $7,126,767.

    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 294,231 shares
    Change vs previous 13F -6,974 shares

    0.23% of the 13F portfolio, value $7,073,311.

    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 301,205 shares
    Change vs previous 13F -2,085 shares

    0.24% of the 13F portfolio, value $7,012,045.

    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 303,290 shares
    Change vs previous 13F +15,722 shares

    0.29% of the 13F portfolio, value $6,702,702.

    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 287,568 shares
    Change vs previous 13F +38,525 shares

    0.27% of the 13F portfolio, value $5,688,101.

    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 249,043 shares
    Change vs previous 13F +120,879 shares

    0.23% of the 13F portfolio, value $4,607,289.

    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 128,164 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,270,107.

    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).