Prepared Retirement Institute LLC Schwab Strategic Tr Us Dividen Transaction History

Prepared Retirement Institute LLC

$192 Billion
Q3 2025

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 589,185 shares of SCHD stock, worth $16 Million. This represents 8.38% of its overall portfolio holdings.

Number of Shares

589,185

Previous 551,977 6.74%

Holding current value

$16 Million

Previous $14.6 Billion 9.96%

% of portfolio

8.38%

Previous 8.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$26.38 - $27.95 $981,547 - $1.04 Million	37,208 Added 6.74%	589,185 $16.1 Billion
Q2 2025 Jul 17, 2025	BUY	$24.32 - $27.87 $256,989 - $294,502	10,567 Added 1.95%	551,977 $14.6 Billion
Q1 2025 May 01, 2025	SELL	$27.01 - $28.54 $2.75 Million - $2.91 Million	-101,981 Reduced 15.85%	541,410 $15.1 Billion
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

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Prepared Retirement Institute LLC Schwab Strategic Tr Us Dividen Transaction History