Prepared Retirement Institute LLC's ownership history for SCHD

Prepared Retirement Institute LLC currently holds 589.2K shares with a market value of $16.1M. It started holding SCHD on 2023-12-31. At its peak, it held 643.4K shares on 2024-12-31. Its highest holding value was $17.6M on 2024-12-31. At its lowest, it held 185.1K shares on 2024-03-31, with a value of $14.6M on 2025-06-30. In the recent 180 days, Prepared Retirement Institute LLC has increased its shares by 47.8K. In the recent year, Prepared Retirement Institute LLC has increased its shares by 388.1K.