Avant Capital LLC Schwab Strategic Tr Us Large C Transaction History
Avant Capital LLC
- $119 Million
- Q4 2024
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 194,760 shares of SCHV stock, worth $5.13 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
194,760
Previous 58,649
232.08%
Holding current value
$5.13 Million
Previous $3.78 Million
34.31%
% of portfolio
4.27%
Previous 4.33%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
892Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.46 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.02 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$841 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$419 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$266 Million0.66% of portfolio