RETIREMENT PLANNING GROUP, LLC / NY SCHV — SCHWAB STRATEGIC TR

Ownership history in RETIREMENT PLANNING GROUP, LLC / NY  ·  5 quarters on record

AI Ownership Summary

RETIREMENT PLANNING GROUP, LLC / NY reported SCHWAB STRATEGIC TR (SCHV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.46% in 2026 Q1. The latest visible filing shows SCHV at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT PLANNING GROUP, LLC / NY's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHV was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHV stock page RETIREMENT PLANNING GROUP, LLC / NY fund profile RETIREMENT PLANNING GROUP, LLC / NY full holdings
How RETIREMENT PLANNING GROUP, LLC / NY held SCHV — position size vs. price
% of Fund (quarterly)    SCHV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,276 +2,205 +10.5% 0.46% $710K 2026-04-21 $31.88
2025 Q4 ADDED — — — 21,071 +3,634 +20.8% 0.43% $624K 2026-02-02 $31.23
2025 Q3 ADDED — — — 17,437 +5,763 +49.4% 0.38% $508K 2025-10-28 $28.93
2025 Q2 ADDED — — — 11,674 +1,239 +11.9% 0.28% $323K 2025-07-25 $27.96
2025 Q1 INITIATED — — — 10,435 — — 0.28% $277K 2025-04-22 $24.57

🏢 Other funds also holding SCHV

As of 2026 Q1 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 22.97% Northern Capital Management, Inc. 3Y 20.91% Persium Advisors, LLC 19.9% HRC WEALTH MANAGEMENT, LLC 18.86% JBGlobal.com LLC 16.92% DRAVO BAY LLC 3Y 16.47% Serenity Investment Advisors 15.72% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.84% KRM WEALTH MANAGEMENT L.L.C. 13.04% SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3Y 7Y 12.55%

FAQ About RETIREMENT PLANNING GROUP, LLC / NY and SCHV

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT PLANNING GROUP, LLC / NY reported owning SCHV?

RETIREMENT PLANNING GROUP, LLC / NY reported SCHV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SCHV position in RETIREMENT PLANNING GROUP, LLC / NY's portfolio?

The largest reported portfolio weight for SCHV was 0.46% in 2026 Q1.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMENT PLANNING GROUP, LLC / NY reported 23,276 shares, equal to 0.46% of portfolio, with an estimated market value of $710K.

What does the chart on this SCHV ownership page compare?

The chart compares RETIREMENT PLANNING GROUP, LLC / NY's quarterly SCHV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT PLANNING GROUP, LLC / NY time their SCHV position?

Based on 13F filing dates vs. subsequent SCHV price moves, RETIREMENT PLANNING GROUP, LLC / NY correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on SCHV relative to SPY over the holding period was -4.0%.

← Back to RETIREMENT PLANNING GROUP, LLC / NY Holdings