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 379,876 shares of SCHX stock, worth $9.04 Million. This represents 7.34% of its overall portfolio holdings.

Number of Shares
379,876
Previous 408,151 6.93%
Holding current value
$9.04 Million
Previous $26.2 Million 1.71%
% of portfolio
7.34%
Previous 7.07%

Shares

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

Oct 30, 2024

SELL
$61.11 - $67.85 $1.73 Million - $1.92 Million
-28,275 Reduced 6.93%
379,876 $25.8 Million
Q2 2024

Aug 13, 2024

SELL
$58.7 - $64.78 $1.65 Million - $1.82 Million
-28,049 Reduced 6.43%
408,151 $26.2 Million
Q1 2024

May 14, 2024

SELL
$55.41 - $62.08 $1.06 Million - $1.19 Million
-19,108 Reduced 4.2%
436,200 $27.1 Million
Q4 2023

Feb 09, 2024

SELL
$48.47 - $56.6 $98,442 - $114,954
-2,031 Reduced 0.44%
455,308 $25.7 Million
Q3 2023

Nov 08, 2023

BUY
$50.36 - $54.21 $262,828 - $282,921
5,219 Added 1.15%
457,339 $23.1 Million
Q2 2023

Aug 02, 2023

SELL
$47.67 - $52.37 $129,757 - $142,551
-2,722 Reduced 0.6%
452,120 $23.7 Million
Q1 2023

May 16, 2023

BUY
$44.78 - $49.41 $151,222 - $166,857
3,377 Added 0.75%
454,842 $22 Million
Q4 2022

Mar 15, 2023

BUY
$42.25 - $48.16 $19.1 Million - $21.7 Million
451,465 New
451,465 $20.4 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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