Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
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 93,132 shares of SCHF stock, worth $1.84 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
93,132
Previous 95,118
2.09%
Holding current value
$1.84 Million
Previous $3.65 Million
4.79%
% of portfolio
1.09%
Previous 0.98%
Shares
8 transactions
Others Institutions Holding SCHF
# of Institutions
1,224Shares Held
871MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.9 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.34 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.64 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.54 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio