Milestone Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Milestone Investment Advisors LLC

$395 Million
Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 339,866 shares of SCHM stock, worth $9.91 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

339,866

Previous 342,460 0.76%

Holding current value

$9.91 Million

Previous $9.61 Million 4.86%

% of portfolio

2.55%

Previous 2.59%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$28.15 - $30.13 $73,021 - $78,157	-2,594 Reduced 0.76%	339,866 $10.1 Million
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $748,704 - $916,281	-32,666 Reduced 8.71%	342,460 $9.61 Million
Q1 2025 Apr 28, 2025	SELL	$25.58 - $29.24 $639,039 - $730,473	-24,982 Reduced 6.24%	375,126 $9.83 Million
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $7.25 Million - $21.9 Million	263,202 Added 192.25%	400,108 $11.1 Million
Q3 2024 Oct 30, 2024	SELL	$75.47 - $83.18 $465,649 - $513,220	-6,170 Reduced 4.31%	136,906 $11.4 Million

Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $461,860 - $495,421	-6,102 Reduced 4.09%	143,076 $11.1 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $483,187 - $539,799	-6,629 Reduced 4.25%	149,178 $12.1 Million
Q4 2023 Feb 09, 2024	SELL	$63.01 - $75.95 $547,682 - $660,157	-8,692 Reduced 5.28%	155,807 $11.7 Million
Q3 2023 Nov 08, 2023	SELL	$66.75 - $73.98 $95,719 - $106,087	-1,434 Reduced 0.86%	164,499 $11.1 Million
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $1.67 Million - $1.82 Million	-25,625 Reduced 13.38%	165,933 $11.8 Million
Q1 2023 May 16, 2023	SELL	$64.24 - $73.9 $273,020 - $314,075	-4,250 Reduced 2.17%	191,558 $13 Million
Q4 2022 Mar 15, 2023	BUY	$61.05 - $69.94 $12 Million - $13.7 Million	195,808 New	195,808 $12.8 Billion

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Milestone Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History