Retirement Planning Group, LLC

Pension

Position in SCHW — Schwab Charles Corp

CIK 1508195 LEAWOOD, KS

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,455,836

-$133,835 QoQ

Shares Held

15,778

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,052

of 2,304 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Retirement Planning Group, LLC holds $3,673,676 across 6 Capital Markets names. SCHW ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	15,778	$1,455,836
2	MS	Morgan Stanley	3,968	$829,470
3	GS	Goldman Sachs Group Inc	616	$623,003
4	LPLA	LPL Financial Holdings Inc.	1,825	$514,066
5	IBKR	Interactive Brokers Group, Inc.	2,469	$214,901
6	HIVE	HIVE Digital Technologies Ltd.	10,000	$36,400

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,455,836	15,778	-6.7%	Shares	Sole	2026-08-05
2026-03-31	$1,589,671	16,915	+3.2%	Shares	Sole	2026-05-04
2025-12-31	$1,638,024	16,395	-1.7%	Shares	Sole	2026-02-03
2025-09-30	$1,592,344	16,679	+70.5%	Shares	Sole	2025-10-27
2025-06-30	$892,327	9,780	+2.7%	Shares	Sole	2025-07-30
2025-03-31	$745,303	9,521	+0.3%	Shares	Sole	2025-04-10
2024-12-31	$702,576	9,493	+2.1%	Shares	Sole	2025-02-18
2024-09-30	$602,862	9,302	-1.2%	Shares	Sole	2024-10-10
2024-06-30	$693,717	9,414	+141.4%	Shares	Sole	2024-07-12
2023-03-31	$204,282	3,900	-0.3%	Shares	Sole	2023-04-20
2022-12-31	$325,713	3,912	0.0%	Shares	Sole	2023-01-19
2022-09-30	$281,155	3,912	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.