Prepared Retirement Institute LLC SCHD Holdings History
Prepared Retirement Institute LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Prepared Retirement Institute LLC held 551,977.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $14.63 Mil. This investment constitutes 8.62% of their stock portfolio, and Prepared Retirement Institute LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q4. And since then Prepared Retirement Institute LLC has made 4 purchases of SCHD, at an average price of $24.31, for a total of 692,874.00 shares. In addition, there have been 2 sales at an average price of $27.31 for 140,897.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Prepared Retirement Institute LLC's estimated gain on his SCHD holdings is $1.92 Mil, reflecting a 11.41% gain to date.
Prepared Retirement Institute LLC SCHD ($27.02) Holding Chart
Prepared Retirement Institute LLC SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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