Invst, LLC Schwab Strategic Tr 1000 Index Transaction History

Invst, LLC

$829 Million
Q3 2024

A detailed history of Invst, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Invst, LLC holds 3,767 shares of SCHK stock, worth $111,427. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,767

Holding current value

$111,427

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 19, 2024	BUY	$49.82 - $55.29 $187,671 - $208,277	3,767 New	3,767 $208,000

Others Institutions Holding SCHK

# of Institutions

200

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

Financial Engines Advisors L.L.C. Santa Clara, CA

47.7M
Shares

$1.41 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$206 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$130 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.9 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$57.4 Million
5.64% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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