Retirement Planning Group, LLC

Pension

Position in FNDB — Schwab Fundamental U.S. Broad Market ETF

CIK 1508195 LEAWOOD, KS

All Filings in FNDB

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FNDB	$511,006	18,787	0.0%	Shares	Sole	2026-05-04
2025-12-31 FNDB	$499,170	18,787	0.0%	Shares	Sole	2026-02-03
2025-09-30 FNDB	$483,577	18,787	+7.8%	Shares	Sole	2025-10-27
2025-06-30 FNDB	$417,827	17,424	0.0%	Shares	Sole	2025-07-30
2025-03-31 FNDB	$400,926	17,424	-8.5%	Shares	Sole	2025-04-10
2024-12-31 FNDB	$442,823	19,038	+200.0%	Shares	Sole	2025-02-18
2024-09-30 FNDB	—	6,346	-38.2%	Shares	Sole	2024-10-10
2024-06-30 FNDB	—	10,265	-0.1%	Shares	Sole	2024-07-12
2024-03-31 FNDB	—	10,272	-5.3%	Shares	Sole	2024-04-12
2023-12-31 FNDB	—	10,849	-2.9%	Shares	Sole	2024-01-16
2023-09-30 FNDB	—	11,168	-4.1%	Shares	Sole	2023-10-25
2023-06-30 FNDB	—	11,645	-0.0%	Shares	Sole	2023-07-24
2023-03-31 FNDB	—	11,647	-0.6%	Shares	Sole	2023-04-20
2022-12-31 FNDB	—	11,717	-2.0%	Shares	Sole	2023-01-19
2022-09-30 FNDB	—	11,960	-3.8%	Shares	Sole	2022-10-14
2022-06-30 FNDB	—	12,433	-1.1%	Shares	Sole	2022-07-13
2022-03-31 FNDB	—	12,574	+0.2%	Shares	Sole	2022-04-19
2021-12-31 FNDB	—	12,553	-3.2%	Shares	Sole	2022-01-20
2021-09-30 FNDB	—	12,971	+0.3%	Shares	Sole	2021-10-18
2021-06-30 FNDB	—	12,936	-5.3%	Shares	Sole	2021-07-19
2021-03-31 FNDB	—	13,655	-7.1%	Shares	Sole	2021-04-26
2020-12-31 FNDB	—	14,696	-2.4%	Shares	Sole	2021-01-27
2020-09-30 FNDB	—	15,058	-13.1%	Shares	Sole	2020-10-15
2020-06-30 FNDB	—	17,337	-24.5%	Shares	Sole	2020-08-06
2020-03-31 FNDB	—	22,961	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.