Milestone Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Milestone Investment Advisors LLC

$395 Million
Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 217,657 shares of SCHD stock, worth $5.93 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

217,657

Previous 246,259 11.61%

Holding current value

$5.93 Million

Previous $6.53 Million 8.93%

% of portfolio

1.5%

Previous 1.76%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $754,520 - $799,425	-28,602 Reduced 11.61%	217,657 $5.94 Million
Q2 2025 Aug 13, 2025	SELL	$24.32 - $27.87 $240,524 - $275,634	-9,890 Reduced 3.86%	246,259 $6.53 Million
Q1 2025 Apr 28, 2025	BUY	$27.01 - $28.54 $118,303 - $125,005	4,380 Added 1.74%	256,149 $7.16 Million
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $4.53 Million - $14.3 Million	168,278 Added 201.55%	251,769 $6.88 Million
Q3 2024 Oct 30, 2024	SELL	$77.02 - $85.06 $3.86 Million - $4.26 Million	-50,130 Reduced 37.52%	83,491 $7.06 Million

Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $2.92 Million - $3.09 Million	-38,575 Reduced 22.4%	133,621 $10.4 Million
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $3.58 Million - $3.83 Million	-47,546 Reduced 21.64%	172,196 $13.9 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $2.91 Million - $3.31 Million	-43,431 Reduced 16.5%	219,742 $16.7 Million
Q3 2023 Nov 08, 2023	SELL	$70.63 - $75.66 $3.87 Million - $4.14 Million	-54,765 Reduced 17.23%	263,173 $18.6 Million
Q2 2023 Aug 02, 2023	SELL	$69.18 - $73.94 $8.91 Million - $9.52 Million	-128,797 Reduced 28.83%	317,938 $23.1 Million
Q1 2023 May 16, 2023	BUY	$70.28 - $78.03 $862,897 - $958,052	12,278 Added 2.83%	446,735 $32.7 Million
Q4 2022 Mar 15, 2023	BUY	$67.16 - $79.06 $29.2 Million - $34.3 Million	434,457 New	434,457 $32.8 Billion

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

Ticker SCHD
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Milestone Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History