Invst, LLC Schwab Strategic Tr Long Term Transaction History

Invst, LLC

$772 Million
Q2 2025

A detailed history of Invst, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Invst, LLC holds 30,923 shares of SCHQ stock, worth $994,483. This represents 0.13% of its overall portfolio holdings.

Number of Shares

30,923

Previous 38,640 19.97%

Holding current value

$994,483

Previous $1.27 Million 22.06%

% of portfolio

0.13%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 16, 2025	SELL	$30.46 - $33.4 $235,059 - $257,747	-7,717 Reduced 19.97%	30,923 $986,000
Q1 2025 Jun 02, 2025	BUY	$30.72 - $33.22 $912,691 - $986,966	29,710 Added 332.7%	38,640 $1.27 Million
Q4 2024 Feb 19, 2025	SELL	$31.33 - $35.13 $297,728 - $333,840	-9,503 Reduced 51.55%	8,930 $280,000
Q3 2024 Nov 19, 2024	BUY	$32.17 - $35.98 $221,297 - $247,506	6,879 Added 59.54%	18,433 $644,000
Q2 2024 Aug 16, 2024	SELL	$31.45 - $33.71 $87,871 - $94,185	-2,794 Reduced 19.47%	11,554 $379,000

Q1 2024 May 24, 2024	BUY	$32.9 - $35.0 $98,765 - $105,070	3,002 Added 26.46%	14,348 $483,000
Q4 2023 Feb 07, 2024	BUY	$29.71 - $35.56 $337,089 - $403,463	11,346 New	11,346 $398,000

Others Institutions Holding SCHQ

# of Institutions

117

Shares Held

14.3M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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