Milestone Investment Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Milestone Investment Advisors LLC

$395 Million
Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 7,869 shares of SCHR stock, worth $197,590. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,869

Previous 8,910 11.68%

Holding current value

$197,590

Previous $223,000 11.66%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.69 - $25.26 $25,702 - $26,295	-1,041 Reduced 11.68%	7,869 $197,000
Q4 2024 Feb 12, 2025	BUY	$24.19 - $50.58 $107,766 - $225,333	4,455 Added 100.0%	8,910 $216,000
Q2 2024 Aug 13, 2024	SELL	$47.85 - $49.0 $198,290 - $203,056	-4,144 Reduced 48.19%	4,455 $217,000
Q1 2024 May 14, 2024	SELL	$48.64 - $49.88 $310,517 - $318,433	-6,384 Reduced 42.61%	8,599 $421,000
Q4 2023 Feb 09, 2024	BUY	$47.09 - $49.87 $22,226 - $23,538	472 Added 3.25%	14,983 $744,000

Q3 2023 Nov 08, 2023	SELL	$47.78 - $49.59 $8,218 - $8,529	-172 Reduced 1.17%	14,511 $695,000
Q2 2023 Aug 02, 2023	BUY	$49.25 - $50.96 $244,575 - $253,067	4,966 Added 51.11%	14,683 $723,000
Q1 2023 May 16, 2023	BUY	$48.55 - $50.78 $471,760 - $493,429	9,717 New	9,717 $490,000

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Milestone Investment Advisors LLC Schwab Intermediate Term Us Tr Transaction History