Invst, LLC Schwab Strategic Tr 1000 Index Transaction History

Invst, LLC

$829 Million
Q3 2024

A detailed history of Invst, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Invst, LLC holds 3,767 shares of SCHK stock, worth $107,585. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,767

Holding current value

$107,585

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 19, 2024	BUY	$49.82 - $55.29 $187,671 - $208,277	3,767 New	3,767 $208,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$817 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$59.9 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.3 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.5 Million
6.53% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Invst, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invst, LLC with notifications on news.

Account