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RETIREMENT PLANNING GROUP, LLC / NY: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RETIREMENT PLANNING GROUP, LLC / NY on SCHD, newest first. How the timeline and the estimate are built.

RETIREMENT PLANNING GROUP, LLC / NY held 239,184 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,184 shares
    Change vs previous 13F +39,388 shares

    4.13% of the 13F portfolio, value $7,584,520.

    13F-HR 0001951757-26-001182 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 199,796 shares
    Change vs previous 13F +28,167 shares

    3.95% of the 13F portfolio, value $6,129,753.

    13F-HR 0001951757-26-000686 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 171,629 shares
    Change vs previous 13F +62,066 shares

    3.21% of the 13F portfolio, value $4,707,790.

    13F-HR 0001951757-26-000340 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 109,563 shares
    Change vs previous 13F +31,408 shares

    2.24% of the 13F portfolio, value $2,991,060.

    13F-HR 0001951757-25-001195 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 78,155 shares
    Change vs previous 13F +45,118 shares

    1.82% of the 13F portfolio, value $2,071,109.

    13F-HR 0001951757-25-000963 filed by RETIREMENT PLANNING GROUP, LLC / NY
    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 33,037 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $923,725.

    13F-HR 0001951757-25-000395 filed by RETIREMENT PLANNING GROUP, LLC / NY
    Filed (acceptance time not in the bulk data set), ingested

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