Avant Capital LLC Schwab Strategic Tr Us Dividen Transaction History
Avant Capital LLC
- $140 Million
- Q3 2025
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 310,895 shares of SCHD stock, worth $8.47 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
310,895
Previous 318,606
2.42%
Holding current value
$8.47 Million
Previous $8.44 Million
0.52%
% of portfolio
6.06%
Previous 6.65%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio