Avant Capital LLC Schwab Strategic Tr Us Broad M Transaction History
Avant Capital LLC
- $87.4 Million
- Q3 2023
A detailed history of Avant Capital LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avant Capital LLC holds 65,540 shares of SCHB stock, worth $4.2 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
65,540
Previous 65,814
0.42%
Holding current value
$4.2 Million
Previous $3.4 Million
3.97%
% of portfolio
3.74%
Previous 3.76%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio