Milestone Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 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 127,129 shares of SCHO stock, worth $3.08 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

127,129

Previous 43,837 190.0%

Holding current value

$3.08 Million

Previous $2.15 Million 42.43%

% of portfolio

0.85%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$24.06 - $48.88 $2 Million - $4.07 Million	83,292 Added 190.0%	127,129 $3.06 Million
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

665

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Milestone Investment Advisors LLC Schwab Short Term Us Treasury Transaction History