Avant Capital LLC Schwab Strategic Tr Us Dividen Transaction History

Avant Capital LLC

  • $119 Million
  • Q4 2024

A detailed history of Avant Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avant Capital LLC holds 314,271 shares of SCHD stock, worth $8.62 Million. This represents 7.22% of its overall portfolio holdings.

Number of Shares
314,271
Previous 95,946 227.55%
Holding current value
$8.62 Million
Previous $6.79 Million 26.45%
% of portfolio
7.22%
Previous 7.77%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $5.88 Million - $18.5 Million
218,325 Added 227.55%
314,271 $8.59 Million
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $206,098 - $220,775
2,918 Added 3.14%
95,946 $6.79 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $448,493 - $479,353
6,483 Added 7.49%
93,028 $6.76 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $349,643 - $388,199
4,975 Added 6.1%
86,545 $6.33 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $131,767 - $155,115
-1,962 Reduced 2.35%
81,570 $6.16 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $232,970 - $273,090
3,507 Added 4.38%
83,532 $5.55 Million
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $10,054 - $11,474
-143 Reduced 0.18%
80,025 $5.73 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $157,643 - $171,910
2,098 Added 2.69%
80,168 $6.32 Million
Q4 2021

May 16, 2022
BUY
$74.93 - $80.86 $5.85 Million - $6.31 Million
78,070 New
78,070 $6.31 Million

Others Institutions Holding SCHD

# of Institutions
1,946
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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