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Retirement Planning Group, LLC: SCHX position timeline

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

Retirement Planning Group, LLC held 67,841 SCHX 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 67,841 shares
    Change vs previous 13F +6,278 shares

    0.05% of the 13F portfolio, value $1,996,566.

    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 61,563 shares
    Change vs previous 13F +17,925 shares

    0.05% of the 13F portfolio, value $1,578,464.

    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 43,638 shares
    Change vs previous 13F +1,688 shares

    0.04% of the 13F portfolio, value $1,174,297.

    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 41,950 shares
    Change vs previous 13F -272 shares

    0.04% of the 13F portfolio, value $1,104,970.

    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 42,222 shares
    Change vs previous 13F -3,255 shares

    0.04% of the 13F portfolio, value $1,031,899.

    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 45,477 shares
    Change vs previous 13F -11,187 shares

    0.05% of the 13F portfolio, value $1,004,134.

    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 56,664 shares
    Change vs previous 13F +31,188 shares

    0.07% of the 13F portfolio, value $1,313,476.

    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 25,476 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,728,557.

    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).