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 22,563 shares of SCHX stock, worth $527,974. This represents 1.31% of its overall portfolio holdings.
Number of Shares
22,563
Previous 22,328
1.05%
Holding current value
$527,974
Previous $1.17 Million
2.4%
% of portfolio
1.31%
Previous 1.29%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio