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

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025

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 11,931 shares of SCHD stock, worth $325,000. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,931
Previous 11,403 4.63%
Holding current value
$325,000
Previous $302 Million 7.79%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2025
BUY
$26.38 - $27.95 $13,928 - $14,757
528 Added 4.63%
11,931 $326 Million
Q1 2025

Apr 09, 2025
SELL
$27.01 - $28.54 $1,539 - $1,626
-57 Reduced 0.5%
11,403 $319 Million
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $308,617 - $973,527
11,460 New
11,460 $313 Million

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
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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