Avant Capital LLC Schwab Strategic Tr 1000 Index Transaction History
Avant Capital LLC
- $140 Million
- Q3 2025
A detailed history of Avant Capital LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Avant Capital LLC holds 29,331 shares of SCHK stock, worth $947,391. This represents 0.67% of its overall portfolio holdings.
Number of Shares
29,331
Previous 26,950
8.83%
Holding current value
$947,391
Previous $803,000
17.31%
% of portfolio
0.67%
Previous 0.63%
Shares
12 transactions
Others Institutions Holding SCHK
# of Institutions
239Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$78.5 Million5.96% of portfolio