Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Milestone Investment Advisors LLC
- $395 Million
- Q3 2025
A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 230,121 shares of SCHF stock, worth $5.51 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
230,121
Previous 157,811
45.82%
Holding current value
$5.51 Million
Previous $3.49 Million
53.63%
% of portfolio
1.36%
Previous 0.94%
Shares
12 transactions
Others Institutions Holding SCHF
# of Institutions
1,545Shares Held
1.5BCall Options Held
154KPut Options Held
0-
Northwestern Mutual Wealth Management CO286MShares$6.83 Billion4.51% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO186MShares$4.46 Billion12.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA157MShares$3.76 Billion7.01% of portfolio
-
Wealthfront Advisers LLC110MShares$2.63 Billion6.16% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.71 Billion11.16% of portfolio