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Prepared Retirement Institute LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prepared Retirement Institute LLC on SCHD, newest first. How the timeline and the estimate are built.

Prepared Retirement Institute LLC held 569,163 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 569,163 shares
    Change vs previous 13F -13,850 shares

    7.68% of the 13F portfolio, value $18,048,153.

    13F-HR 0002056037-26-000005 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 583,013 shares
    Change vs previous 13F -1,062 shares

    8.88% of the 13F portfolio, value $17,886,838.

    13F-HR/A 0002056037-26-000004 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 584,075 shares
    Change vs previous 13F -5,110 shares

    8.06% of the 13F portfolio, value $16,021,171.

    13F-HR 0002056037-26-000001 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 589,185 shares
    Change vs previous 13F +37,208 shares

    8.38% of the 13F portfolio, value $16,084,751.

    13F-HR 0002056037-25-000011 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 551,977 shares
    Change vs previous 13F +10,567 shares

    8.62% of the 13F portfolio, value $14,627,385.

    13F-HR 0002056037-25-000008 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 541,410 shares
    Change vs previous 13F -101,981 shares

    9.66% of the 13F portfolio, value $15,137,833.

    13F-HR 0002056037-25-000007 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 643,391 shares
    Change vs previous 13F +442,336 shares

    10.03% of the 13F portfolio, value $17,577,445.

    13F-HR 0002056037-25-000005 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 201,055 shares
    Change vs previous 13F not available

    10.29% of the 13F portfolio, value $16,995,162.

    13F-HR 0002056037-25-000004 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).