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

Milestone Investment Advisors LLC

$395 Million
Q3 2025

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 1,020,133 shares of SCHX stock, worth $27.1 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares

1,020,133

Previous 1,036,958 1.62%

Holding current value

$27.1 Million

Previous $25.3 Million 6.03%

% of portfolio

6.8%

Previous 6.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.46 - $26.5 $411,539 - $445,862	-16,825 Reduced 1.62%	1,020,133 $26.9 Million
Q2 2025 Aug 13, 2025	SELL	$19.6 - $24.44 $856,128 - $1.07 Million	-43,680 Reduced 4.04%	1,036,958 $25.3 Million
Q1 2025 Apr 28, 2025	SELL	$21.75 - $24.28 $848,424 - $947,114	-39,008 Reduced 3.48%	1,080,638 $23.9 Million
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $16.6 Million - $50.5 Million	739,770 Added 194.74%	1,119,646 $26 Million
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

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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