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Disclosery

Invst, LLC: SCHG position timeline

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

Invst, LLC held 1,029,556 SCHG 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 1,029,556 shares
    Change vs previous 13F +32,738 shares

    3.4% of the 13F portfolio, value $34,840,185.

    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 996,818 shares
    Change vs previous 13F -36,012 shares

    3.28% of the 13F portfolio, value $29,037,316.

    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 1,032,830 shares
    Change vs previous 13F +53,786 shares

    3.66% of the 13F portfolio, value $33,690,907.

    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 979,044 shares
    Change vs previous 13F +71,222 shares

    3.55% of the 13F portfolio, value $31,241,287.

    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 907,822 shares
    Change vs previous 13F +131,353 shares

    3.3% of the 13F portfolio, value $26,517,494.

    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 776,469 shares
    Change vs previous 13F -254,215 shares

    2.65% of the 13F portfolio, value $19,442,773.

    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 1,030,684 shares
    Change vs previous 13F +770,524 shares

    3.49% of the 13F portfolio, value $28,725,165.

    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 260,160 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $27,103,435.

    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).