Skip to content
Disclosery

Retirement Planning Group, LLC: SCHV position timeline

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

Retirement Planning Group, LLC held 72,049 SCHV 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 72,049 shares
    Change vs previous 13F +8,799 shares

    0.06% of the 13F portfolio, value $2,508,033.

    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 63,250 shares
    Change vs previous 13F -2,532 shares

    0.06% of the 13F portfolio, value $1,929,125.

    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 65,782 shares
    Change vs previous 13F -575 shares

    0.06% of the 13F portfolio, value $1,947,819.

    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 66,357 shares
    Change vs previous 13F -3,124 shares

    0.07% of the 13F portfolio, value $1,931,662.

    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 69,481 shares
    Change vs previous 13F -756 shares

    0.08% of the 13F portfolio, value $1,922,528.

    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 70,237 shares
    Change vs previous 13F -6,250 shares

    0.09% of the 13F portfolio, value $1,866,891.

    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 76,487 shares
    Change vs previous 13F +53,638 shares

    0.1% of the 13F portfolio, value $1,994,010.

    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 22,849 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,836,375.

    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).