Milestone Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 597,221 shares of SCHB stock, worth $13.4 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

597,221

Previous 189,633 214.94%

Holding current value

$13.4 Million

Previous $12.6 Million 7.47%

% of portfolio

3.76%

Previous 3.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $8.97 Million - $27.2 Million	407,588 Added 214.94%	597,221 $13.6 Million
Q3 2024 Oct 30, 2024	SELL	$59.93 - $66.52 $270,224 - $299,938	-4,509 Reduced 2.32%	189,633 $12.6 Million
Q2 2024 Aug 13, 2024	SELL	$57.57 - $63.3 $640,638 - $704,402	-11,128 Reduced 5.42%	194,142 $12.2 Million
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $288,067 - $322,038	-5,275 Reduced 2.51%	205,270 $12.5 Million
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $292,991 - $344,070	-6,154 Reduced 2.84%	210,545 $11.7 Million
Q3 2023 Nov 08, 2023	SELL	$49.59 - $53.57 $330,418 - $356,936	-6,663 Reduced 2.98%	216,699 $10.8 Million
Q2 2023 Aug 02, 2023	SELL	$47.08 - $51.7 $31,449 - $34,535	-668 Reduced 0.3%	223,362 $11.5 Million
Q1 2023 May 16, 2023	BUY	$44.47 - $49.23 $14,497 - $16,048	326 Added 0.15%	224,030 $10.7 Million
Q4 2022 Mar 15, 2023	BUY	$41.94 - $47.81 $9.38 Million - $10.7 Million	223,704 New	223,704 $10 Billion

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History