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 $109,016. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,767

Holding current value

$109,016

% 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

182

Shares Held

41M

Call Options Held

Put Options Held

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

28.6M
Shares

$828 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$202 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.2 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60.7 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.9 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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