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 $1.53 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
22,563
Previous 22,328 1.05%
Holding current value
$1.53 Million
Previous $1.17 Million 2.4%
% of portfolio
1.31%
Previous 1.29%

Shares

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

Nov 07, 2023

BUY
$50.36 - $54.21 $11,834 - $12,739
235 Added 1.05%
22,563 $1.14 Million
Q2 2023

Aug 11, 2023

BUY
$47.67 - $52.37 $8,866 - $9,740
186 Added 0.84%
22,328 $1.17 Million
Q1 2023

May 11, 2023

SELL
$44.78 - $49.41 $24,987 - $27,570
-558 Reduced 2.46%
22,142 $1.07 Million
Q4 2022

Feb 14, 2023

SELL
$42.25 - $48.16 $23,786 - $27,114
-563 Reduced 2.42%
22,700 $1.02 Million
Q3 2022

Nov 14, 2022

BUY
$42.35 - $51.01 $69,496 - $83,707
1,641 Added 7.59%
23,263 $985,000
Q2 2022

Aug 15, 2022

SELL
$43.35 - $54.51 $33,899 - $42,626
-782 Reduced 3.49%
21,622 $966,000
Q1 2022

May 16, 2022

BUY
$49.51 - $57.27 $555,848 - $642,970
11,227 Added 100.45%
22,404 $1.21 Million
Q4 2021

May 16, 2022

BUY
$51.9 - $57.29 $580,086 - $640,330
11,177 New
11,177 $1.27 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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