PRI
Prepared Retirement Institute’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
21,515
+83
| +0.4% | +$1.98K | 0.3% | 43 |
|
|
2025
Q1 | $461K | Buy |
21,432
+7,861
| +58% | +$169K | 0.29% | 42 |
|
|
2024
Q4 | $308K | Buy |
13,571
+9,063
| +201% | +$206K | 0.18% | 59 |
|
|
2024
Q3 | $300K | Buy |
4,508
+29
| +0.6% | +$1.93K | 0.18% | 59 |
|
|
2024
Q2 | $282K | Hold |
4,479
| – | – | 0.19% | 62 |
|
|
2024
Q1 | $273K | Buy |
4,479
+13
| +0.3% | +$794 | 0.2% | 54 |
|
|
2023
Q4 | $249K | Buy |
+4,466
| New | +$249K | 0.19% | 66 |
|