Invst, LLC Schwab Strategic Tr Us Large C Transaction History

Invst, LLC

  • $871 Million
  • Q1 2024

A detailed history of Invst, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Invst, LLC holds 5,047 shares of SCHV stock, worth $373,377. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,047
Previous 3,762 34.16%
Holding current value
$373,377
Previous $263,000 45.63%
% of portfolio
0.04%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 24, 2024
BUY
$68.82 - $75.98 $88,433 - $97,634
1,285 Added 34.16%
5,047 $383,000
Q4 2023

Feb 07, 2024
SELL
$61.16 - $70.24 $160,116 - $183,888
-2,618 Reduced 41.03%
3,762 $263,000
Q3 2023

Nov 21, 2023
BUY
$64.45 - $69.39 $212,749 - $229,056
3,301 Added 107.21%
6,380 $411,000
Q2 2023

Jul 28, 2023
BUY
$63.33 - $67.21 $194,993 - $206,939
3,079 New
3,079 $206,000
Q3 2020

Jun 23, 2021
SELL
N/A
-99,352 Closed
0 $0
Q2 2020

Jun 23, 2021
BUY
N/A
19,447 Added 24.34%
99,352 $4.97 Million
Q1 2020

Jun 23, 2021
SELL
N/A
-99,125 Reduced 55.37%
79,905 $3.37 Million
Q4 2019

Jun 23, 2021
BUY
N/A
114,006 Added 175.33%
179,030 $10.8 Million
Q3 2019

Jun 23, 2021
SELL
N/A
-157,071 Reduced 70.72%
65,024 $3.63 Million
Q2 2019

Jun 23, 2021
BUY
N/A
143,707 Added 183.33%
222,095 $12.6 Million
Q1 2019

Jun 23, 2021
SELL
N/A
-194,467 Reduced 71.27%
78,388 $4.34 Million
Q4 2018

Jun 23, 2021
BUY
N/A
4,269 Added 1.59%
272,855 $13.4 Million
Q3 2018

Jun 23, 2021
SELL
N/A
-5,485 Reduced 2.0%
268,586 $15.1 Million
Q2 2018

Jun 23, 2021
SELL
N/A
-3,456 Reduced 1.25%
274,071 $14.6 Million
Q1 2018

Jun 23, 2021
BUY
N/A
34,865 Added 14.37%
277,527 $14.3 Million
Q4 2017

Jun 23, 2021
BUY
N/A
32,720 Added 15.59%
242,662 $13.3 Million
Q3 2017

Jun 23, 2021
BUY
N/A
100,526 Added 91.88%
209,942 $10.9 Million
Q2 2017

Jun 23, 2021
BUY
N/A
109,416
109,416 $5.44 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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