RPGNY
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Retirement Planning Group (New York)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Retirement Planning Group (New York)’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Buy
11,674
+1,239
+12% +$34.3K 0.28% 58
2025
Q1 		$277K Buy
+10,435
New +$277K 0.28% 57