Milestone Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Asset Management, LLC holds 11,460 shares of SCHD stock, worth $321,682. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,460Holding current value
$321,682% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio