Milestone Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Wealth, LLC holds 4,306 shares of SCHX stock, worth $114,281. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,306
Previous 4,306 -0.0%
Holding current value
$114,281
Previous $192,000 -0.0%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
BUY
$43.35 - $54.51 $58,652 - $73,752
1,353 Added 45.82%
4,306 $192,000
Q4 2021

Feb 16, 2022
BUY
$51.9 - $57.29 $153,260 - $169,177
2,953 New
2,953 $336,000

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

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

Track Milestone Wealth, LLC Portfolio

Follow Milestone Wealth, 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 Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email