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Retirement Planning Group, LLC: SCHG position timeline

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

Retirement Planning Group, LLC held 349,899 SCHG 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 349,899 shares
    Change vs previous 13F -17,338 shares

    0.3% of the 13F portfolio, value $11,840,583.

    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 367,237 shares
    Change vs previous 13F +151,904 shares

    0.33% of the 13F portfolio, value $10,697,619.

    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 215,333 shares
    Change vs previous 13F -2,261 shares

    0.23% of the 13F portfolio, value $7,024,164.

    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 217,594 shares
    Change vs previous 13F -9,261 shares

    0.24% of the 13F portfolio, value $6,943,428.

    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 226,855 shares
    Change vs previous 13F +69,447 shares

    0.28% of the 13F portfolio, value $6,626,425.

    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 157,408 shares
    Change vs previous 13F +32,138 shares

    0.18% of the 13F portfolio, value $3,941,496.

    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 125,270 shares
    Change vs previous 13F +96,134 shares

    0.18% of the 13F portfolio, value $3,491,279.

    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 29,136 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,035,346.

    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).