Prepared Retirement Institute LLC Schwab Strategic Tr Us Small C Transaction History

Prepared Retirement Institute LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$20.42 - $25.3 $33,897 - $41,998	-1,660 Reduced 11.4%	12,897 $326 Million
Q1 2025 May 01, 2025	SELL	$23.16 - $27.04 $15,401 - $17,981	-665 Reduced 4.37%	14,557 $341 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $170,622 - $344,613	6,736 Added 79.38%	15,222 $394 Million
Q3 2024 Feb 13, 2025	BUY	$46.9 - $51.96 $32,314 - $35,800	689 Added 8.84%	8,486 $437 Million
Q1 2024 Feb 13, 2025	SELL	$44.84 - $49.24 $20,447 - $22,453	-456 Reduced 5.53%	7,797 $384 Million

Q4 2023 Feb 13, 2025	BUY	$38.13 - $48.02 $314,686 - $396,309	8,253 New	8,253 $390 Million

1,325

260M

104K

2.1K

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