Prepared Retirement Institute LLC Schwab Strategic Tr Us Small C Transaction History
Prepared Retirement Institute LLC
- $175 Billion
- Q4 2024
A detailed history of Prepared Retirement Institute LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 15,222 shares of SCHA stock, worth $404,905. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,222
Previous 8,486
79.38%
Holding current value
$404,905
Previous $437 Million
9.93%
% of portfolio
0.22%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,237Shares Held
271MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio