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 58,649 shares of SCHV stock, worth $4.34 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares
58,649
Previous 56,414 3.96%
Holding current value
$4.34 Million
Previous $3.78 Million 0.11%
% of portfolio
4.33%
Previous 4.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$64.45 - $69.39 $144,045 - $155,086
2,235 Added 3.96%
58,649 $3.78 Million
Q2 2023

Aug 11, 2023

BUY
$63.33 - $67.21 $54,527 - $57,867
861 Added 1.55%
56,414 $3.78 Million
Q1 2023

May 11, 2023

BUY
$62.59 - $69.3 $289,103 - $320,096
4,619 Added 9.07%
55,553 $3.64 Million
Q4 2022

Feb 14, 2023

SELL
$64.27 - $69.24 $101,546 - $109,399
-1,580 Reduced 3.01%
50,934 $3.36 Million
Q3 2022

Nov 14, 2022

BUY
N/A
1,938 Added 3.83%
52,514 $3.07 Million
Q2 2022

Aug 15, 2022

BUY
N/A
562 Added 1.12%
50,576 $3.16 Million
Q1 2022

May 16, 2022

BUY
N/A
2,740 Added 5.8%
50,014 $3.57 Million
Q4 2021

May 16, 2022

BUY
N/A
47,274 New
47,274 $3.46 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Avant Capital LLC Portfolio

Follow Avant Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avant Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avant Capital LLC with notifications on news.