Retirement Planning Group (Kansas)’s Charles Schwab SCHW Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Sell	15,778 -1,137	-7%	-$104K	0.04%	187
2026 Q1	$1.59M	Buy	16,915 +520	+3%	+$51K	0.05%	159
2025 Q4	$1.64M	Sell	16,395 -284	-2%	-$26.9K	0.05%	141
2025 Q3	$1.59M	Buy	16,679 +6,899	+71%	+$655K	0.06%	134
2025 Q2	$892K	Buy	9,780 +259	+3%	+$21.7K	0.04%	159
2025 Q1	$745K	Buy	9,521 +28	+0.3%	+$2.2K	0.04%	163
2024 Q4	$703K	Buy	9,493 +191	+2%	+$14.3K	0.04%	161
2024 Q3	$603K	Sell	9,302 -112	-1%	-$7.36K	0.03%	166
2024 Q2	$694K	Buy	+9,414	New	+$695K	0.04%	133
2023 Q2	–	Sell	-3,900	Closed	-$204K	–	167
2023 Q1	$204K	Sell	3,900 -12	-0.3%	-$879	0.02%	142
2022 Q4	$326K	Hold	3,912	–	–	0.04%	110
2022 Q3	$281K	Buy	+3,912	New	+$272K	0.04%	108

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Retirement Planning Group (Kansas)'s SCHW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Charles Schwab (SCHW) stake by 6.7% in Q2 2026, selling an estimated $104K and leaving 15,778 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #187.

Retirement Planning Group (Kansas) first reported a position in SCHW in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.64M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Retirement Planning Group (Kansas) held 15,778 shares of Charles Schwab worth $1.46M as of Q2 2026.
Retirement Planning Group (Kansas) sold 1,137 Charles Schwab shares in Q2 2026, an estimated $104K.
Charles Schwab made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #187 holding.
Retirement Planning Group (Kansas) first reported a position in Charles Schwab in Q3 2022 and has held it in 12 quarters since.
Retirement Planning Group (Kansas)'s Charles Schwab position peaked at $1.64M in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.