Prepared Retirement Institute LLC's ownership history for SCHB

Prepared Retirement Institute LLC currently holds 21.6K shares with a market value of $554.2K. It started holding SCHB on 2023-12-31. At its peak, it held 21.6K shares on 2025-09-30. Its highest holding value was $554.2K on 2025-09-30. At its lowest, it held 4.5K shares on 2023-12-31, with a value of $248.6K on 2023-12-31. In the recent 180 days, Prepared Retirement Institute LLC has increased its shares by 123. In the recent year, Prepared Retirement Institute LLC has increased its shares by 17.0K.