Prepared Retirement Institute LLC Schwab Strategic Tr Us Broad M Transaction History

Prepared Retirement Institute LLC

$192 Billion
Q3 2025

A detailed history of Prepared Retirement Institute LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 21,555 shares of SCHB stock, worth $556,550. This represents 0.29% of its overall portfolio holdings.

Number of Shares

21,555

Previous 21,515 0.19%

Holding current value

$556,550

Previous $513 Million 8.09%

% of portfolio

0.29%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$23.82 - $25.84 $952 - $1,033	40 Added 0.19%	21,555 $554 Million
Q2 2025 Jul 17, 2025	BUY	$19.1 - $23.83 $1,585 - $1,977	83 Added 0.39%	21,515 $513 Million
Q1 2025 May 01, 2025	BUY	$21.23 - $23.75 $166,889 - $186,698	7,861 Added 57.92%	21,432 $461 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $199,476 - $605,589	9,063 Added 201.04%	13,571 $308 Million
Q3 2024 Feb 13, 2025	BUY	$59.93 - $66.52 $1,737 - $1,929	29 Added 0.65%	4,508 $300 Million
Q1 2024 Feb 13, 2025	BUY	$54.61 - $61.05 $709 - $793	13 Added 0.29%	4,479 $273 Million
Q4 2023 Feb 13, 2025	BUY	$47.61 - $55.91 $212,626 - $249,694	4,466 New	4,466 $249 Million

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Prepared Retirement Institute LLC Schwab Strategic Tr Us Broad M Transaction History