Milestone Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 10,382 shares of SCHV stock, worth $277,407. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,382
Previous 10,382 -0.0%
Holding current value
$277,407
Previous $769,000 8.45%
% of portfolio
0.24%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $5,739 - $6,068
-80 Reduced 0.76%
10,382 $769,000
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $104,606 - $115,489
-1,520 Reduced 12.69%
10,462 $794,000
Q3 2023

Nov 08, 2023
SELL
$64.45 - $69.39 $59,165 - $63,700
-918 Reduced 7.12%
11,982 $772,000
Q2 2023

Aug 02, 2023
SELL
$63.33 - $67.21 $6,776 - $7,191
-107 Reduced 0.82%
12,900 $865,000
Q4 2022

Mar 15, 2023
BUY
$59.13 - $69.24 $769,103 - $900,604
13,007 New
13,007 $859 Million

Others Institutions Holding SCHV

# of Institutions
816
Shares Held
106M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email