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 $609,026. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,433
Previous 11,554 59.54%
Holding current value
$609,026
Previous $379,000 69.92%
% of portfolio
0.08%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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