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Disclosery

Invst, LLC: SCHE position timeline

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

Invst, LLC held 272,075 SCHE 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 272,075 shares
    Change vs previous 13F +13,798 shares

    0.96% of the 13F portfolio, value $9,865,422.

    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 258,277 shares
    Change vs previous 13F -3,731 shares

    0.96% of the 13F portfolio, value $8,510,226.

    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 262,008 shares
    Change vs previous 13F +13,898 shares

    0.93% of the 13F portfolio, value $8,580,761.

    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 248,110 shares
    Change vs previous 13F -9,451 shares

    0.94% of the 13F portfolio, value $8,279,441.

    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 257,561 shares
    Change vs previous 13F +6,311 shares

    0.97% of the 13F portfolio, value $7,762,898.

    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 251,250 shares
    Change vs previous 13F -216,988 shares

    0.95% of the 13F portfolio, value $6,926,957.

    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 468,238 shares
    Change vs previous 13F +3,711 shares

    1.52% of the 13F portfolio, value $12,469,167.

    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 464,527 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $13,554,909.

    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).