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 $757,098. This represents 2.32% of its overall portfolio holdings.
Number of Shares
27,855
Previous 27,914
0.21%
Holding current value
$757,098
Previous $2.09 Million
3.2%
% of portfolio
2.32%
Previous 2.31%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio