Avant Capital LLC SCHV Holdings History
Avant Capital LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Avant Capital LLC held 198,891.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.29 Mil. This investment constitutes 4.4% of their stock portfolio, and Avant Capital LLC now holds 0.04% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q4. And since then Avant Capital LLC has made 8 purchases of SCHV, at an average price of $39.84, for a total of 200,471.00 shares. In addition, there have been 1 sales at an average price of $64.62 for 1,580.00 shares. Based on historical transaction data and SCHV's current price of $27.70, Avant Capital LLC's estimated gain on his SCHV holdings is $-2.38 Mil, reflecting a -29.75% gain to date.
Avant Capital LLC SCHV ($27.70) Holding Chart
Avant Capital LLC SCHV ($27.70) 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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