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Disclosery

Invst, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invst, LLC on SCHD, newest first. How the timeline and the estimate are built.

Invst, LLC held 38,529 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,529 shares
    Change vs previous 13F +29,160 shares

    0.12% of the 13F portfolio, value $1,221,764.

    13F-HR 0001867587-26-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,369 shares
    Change vs previous 13F -15,439 shares

    0.03% of the 13F portfolio, value $287,453.

    13F-HR 0001867587-26-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,808 shares
    Change vs previous 13F -311 shares

    0.07% of the 13F portfolio, value $680,488.

    13F-HR 0001867587-26-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,119 shares
    Change vs previous 13F -2,226 shares

    0.08% of the 13F portfolio, value $685,751.

    13F-HR 0001867587-26-000001 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,345 shares
    Change vs previous 13F +1,341 shares

    0.09% of the 13F portfolio, value $724,650.

    13F-HR 0001867587-25-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,004 shares
    Change vs previous 13F -1,753 shares

    0.1% of the 13F portfolio, value $727,066.

    13F-HR 0001867587-25-000003 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,757 shares
    Change vs previous 13F +18,457 shares

    0.09% of the 13F portfolio, value $758,322.

    13F-HR 0001867587-25-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,300 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $786,151.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).