Avant Capital LLC SCHD Holdings History
Avant Capital LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Avant Capital LLC held 321,146.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.98 Mil. This investment constitutes 7.47% of their stock portfolio, and Avant Capital LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Avant Capital LLC has made 7 purchases of SCHD, at an average price of $42.93, for a total of 323,251.00 shares. In addition, there have been 2 sales at an average price of $73.70 for 2,105.00 shares. Based on historical transaction data and SCHD's current price of $26.87, Avant Capital LLC's estimated gain on his SCHD holdings is $-5.09 Mil, reflecting a -36.71% gain to date.
Avant Capital LLC SCHD ($26.87) Holding Chart
Avant Capital LLC SCHD ($26.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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