Milestone Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 317,155 shares of SCHZ stock, worth $7.24 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
317,155Holding current value
$7.24 Million% of portfolio
1.59%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio