Prepared Retirement Institute LLC Schwab Strategic Tr Us Dividen Transaction History

Prepared Retirement Institute LLC

  • $175 Billion
  • Q4 2024

A detailed history of Prepared Retirement Institute LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 643,391 shares of SCHD stock, worth $18 Million. This represents 10.03% of its overall portfolio holdings.

Number of Shares
643,391
Previous 201,055 220.01%
Holding current value
$18 Million
Previous $17 Billion 3.43%
% of portfolio
10.03%
Previous 10.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $11.9 Million - $37.6 Million
442,336 Added 220.01%
643,391 $17.6 Billion
Q3 2024

Feb 13, 2025
BUY
$77.02 - $85.06 $332,649 - $367,374
4,319 Added 2.2%
201,055 $17 Billion
Q2 2024

Feb 13, 2025
BUY
$75.81 - $80.15 $878,789 - $929,098
11,592 Added 6.26%
196,736 $15.3 Billion
Q1 2024

Feb 13, 2025
SELL
$75.25 - $80.63 $976,143 - $1.05 Million
-12,972 Reduced 6.55%
185,144 $14.9 Billion
Q4 2023

Feb 13, 2025
BUY
$66.9 - $76.32 $13.3 Million - $15.1 Million
198,116 New
198,116 $15.1 Billion

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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