Avant Capital LLC Schwab Strategic Tr Us Large C Transaction History
Avant Capital LLC
- $87.4 Million
- Q3 2023
A detailed history of Avant Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avant Capital LLC holds 27,855 shares of SCHG stock, worth $2.91 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
27,855
Previous 27,914
0.21%
Holding current value
$2.91 Million
Previous $2.09 Million
3.2%
% of portfolio
2.32%
Previous 2.31%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$949 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio