Milestone Asset Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 52,929 shares of SCHD stock, worth $1.44 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
52,929
Previous 50,215 5.4%
Holding current value
$1.44 Million
Previous $1.33 Billion 8.59%
% of portfolio
0.91%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$26.38 - $27.95 $71,595 - $75,856
2,714 Added 5.4%
52,929 $1.44 Billion
Q2 2025

Aug 01, 2025
BUY
$24.32 - $27.87 $35,288 - $40,439
1,451 Added 2.98%
50,215 $1.33 Billion
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $116,629 - $123,235
4,318 Added 9.72%
48,764 $1.36 Billion
Q4 2024

Mar 27, 2025
BUY
$26.93 - $84.95 $1.2 Million - $3.78 Million
44,446 New
44,446 $1.21 Billion

Others Institutions Holding SCHD

# of Institutions
2,060
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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