Avant Capital LLC Schwab Strategic Tr Us Broad M Transaction History
Avant Capital LLC
- $140 Million
- Q3 2025
A detailed history of Avant Capital LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avant Capital LLC holds 191,408 shares of SCHB stock, worth $4.94 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
191,408
Previous 193,619
1.14%
Holding current value
$4.94 Million
Previous $4.61 Million
6.68%
% of portfolio
3.52%
Previous 3.63%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio