Milestone Asset Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Milestone Asset Management Group, LLC
- $112 Billion
- Q4 2024
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 44,446 shares of SCHD stock, worth $1.23 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
44,446Holding current value
$1.23 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
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Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
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Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio