Invst, LLC Schwab Strategic Tr Us Large C Transaction History

Invst, LLC

$772 Million
Q2 2025

A detailed history of Invst, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Invst, LLC holds 14,203 shares of SCHX stock, worth $371,550. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,203

Holding current value

$371,550

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Oct 16, 2025	BUY	$19.6 - $24.44 $278,378 - $347,121	14,203 New	14,203 $347,000

Others Institutions Holding SCHX

# of Institutions

1,572

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

Us Bancorp \De\

206M
Shares

$5.4 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

81.6M
Shares

$2.13 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

36M
Shares

$941 Million
1.06% of portfolio
Hbk Sorce Advisory LLC Erie, PA

34M
Shares

$891 Million
29.65% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

33M
Shares

$863 Million
9.79% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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