Milestone Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 423 shares of SCHE stock, worth $11,831. This represents 0.0% of its overall portfolio holdings.

Number of Shares

423

Previous 4,531 90.66%

Holding current value

$11,831

Previous $132,000 91.67%

% of portfolio

0.0%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$26.63 - $30.23 $109,396 - $124,184	-4,108 Reduced 90.66%	423 $11,000
Q3 2024 Oct 30, 2024	SELL	$25.45 - $29.53 $75,993 - $88,176	-2,986 Reduced 39.72%	4,531 $132,000
Q2 2024 Aug 13, 2024	SELL	$24.67 - $27.2 $12,260 - $13,518	-497 Reduced 6.2%	7,517 $199,000
Q1 2024 May 14, 2024	SELL	$23.47 - $25.45 $61,327 - $66,500	-2,613 Reduced 24.59%	8,014 $202,000
Q4 2023 Feb 09, 2024	SELL	$23.04 - $24.89 $49,651 - $53,637	-2,155 Reduced 16.86%	10,627 $263,000
Q2 2023 Aug 02, 2023	SELL	$23.66 - $25.54 $7,665 - $8,274	-324 Reduced 2.47%	12,782 $314,000
Q1 2023 May 16, 2023	SELL	$23.32 - $26.39 $45,987 - $52,041	-1,972 Reduced 13.08%	13,106 $321,000
Q4 2022 Mar 15, 2023	BUY	$21.59 - $24.95 $325,534 - $376,196	15,078 New	15,078 $357 Million

Others Institutions Holding SCHE

# of Institutions

829

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

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About SCHWAB STRATEGIC TR US EMERGIN

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Milestone Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History