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

Prepared Retirement Institute LLC

  • $192 Billion
  • Q3 2025

A detailed history of Prepared Retirement Institute LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 8,441 shares of SCHG stock, worth $272,306. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,441
Previous 7,569 11.52%
Holding current value
$272,306
Previous $221 Million 21.83%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$28.92 - $32.19 $25,218 - $28,069
872 Added 11.52%
8,441 $269 Million
Q2 2025

Jul 17, 2025
BUY
$22.27 - $29.21 $168,561 - $221,090
7,569 New
7,569 $221 Million
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $186,903 - $759,002
7,208 New
7,208 $201 Million

Others Institutions Holding SCHG

# of Institutions
1,698
Shares Held
861M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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More about SCHG
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