Prepared Retirement Institute’s Schwab US Broad Market ETF SCHB Stock Holding History

Prepared Retirement Institute’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$513K	Buy
2025 Q1	$461K	Buy
2024 Q4	$308K	Buy
2024 Q3	$300K	Buy
2024 Q2	$282K	Hold
2024 Q1	$273K	Buy
2023 Q4	$249K	Buy