Retirement Planning Group, LLC's ownership history for SCHW

Retirement Planning Group, LLC currently holds 15.8K shares with a market value of $1.5M. It started holding SCHW on 2024-09-30. At its peak, it held 16.9K shares on 2026-03-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 9.3K shares on 2024-09-30, with a value of $602.9K on 2024-09-30. In the recent 180 days, Retirement Planning Group, LLC has decreased its shares by 617. In the recent year, Retirement Planning Group, LLC has increased its shares by 6.0K.