Milestone Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 43,837 shares of SCHO stock, worth $1.06 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
43,837
Previous 42,932 2.11%
Holding current value
$1.06 Million
Previous $2.07 Million 3.92%
% of portfolio
0.61%
Previous 0.56%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$47.93 - $49.06 $43,376 - $44,399
905 Added 2.11%
43,837 $2.15 Million
Q2 2024

Aug 13, 2024
BUY
$47.75 - $48.13 $298,628 - $301,005
6,254 Added 17.05%
42,932 $2.07 Million
Q1 2024

May 14, 2024
SELL
$48.05 - $48.63 $40,746 - $41,238
-848 Reduced 2.26%
36,678 $1.77 Million
Q4 2023

Feb 09, 2024
SELL
$47.66 - $48.45 $2.42 Million - $2.46 Million
-50,758 Reduced 57.49%
37,526 $1.82 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $48.2 $359,640 - $362,801
-7,527 Reduced 7.86%
88,284 $4.23 Million
Q2 2023

Aug 02, 2023
BUY
$48.06 - $48.89 $551,584 - $561,110
11,477 Added 13.61%
95,811 $4.6 Million
Q1 2023

May 16, 2023
BUY
$47.8 - $49.0 $598,599 - $613,627
12,523 Added 17.44%
84,334 $4.11 Million
Q4 2022

Mar 15, 2023
BUY
$47.89 - $48.47 $3.44 Million - $3.48 Million
71,811 New
71,811 $3.46 Billion

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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