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

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

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 136,906 shares of SCHM stock, worth $3.85 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
136,906
Previous 143,076 4.31%
Holding current value
$3.85 Million
Previous $11.1 Million 2.16%
% of portfolio
3.24%
Previous 3.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email