Milestone Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 317,155 shares of SCHZ stock, worth $7.3 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
317,155Holding current value
$7.3 Million% of portfolio
1.59%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio