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 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
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio