Invst, LLC Schwab Strategic Tr Long Term Transaction History
Invst, LLC
- $829 Million
- Q3 2024
A detailed history of Invst, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Invst, LLC holds 18,433 shares of SCHQ stock, worth $583,588. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,433
Previous 11,554
59.54%
Holding current value
$583,588
Previous $379,000
69.92%
% of portfolio
0.08%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHQ
# of Institutions
102Shares Held
14.7MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$89.7 Million12.56% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$74.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$58.1 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$38.8 Million0.16% of portfolio
-
Sfmg, LLC635KShares$20.1 Million1.83% of portfolio