Milestones Private Investment Advisors LLC Schwab Strategic Tr Long Term Transaction History

Milestones Private Investment Advisors LLC

  • $145 Billion
  • Q4 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 12,588 shares of SCHQ stock, worth $404,830. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,588
Previous 13,480 6.62%
Holding current value
$404,830
Previous $436 Million 8.38%
% of portfolio
0.27%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$32.05 - $33.17 $28,588 - $29,587
-892 Reduced 6.62%
12,588 $399 Million
Q3 2025

Oct 22, 2025
SELL
$30.81 - $32.63 $3,635 - $3,850
-118 Reduced 0.87%
13,480 $436 Million
Q2 2025

Sep 11, 2025
BUY
$30.46 - $33.4 $414,195 - $454,173
13,598 New
13,598 $434 Million

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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

Track Milestones Private Investment Advisors LLC Portfolio

Follow Milestones Private 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 Milestones Private Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestones Private Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email