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

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 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 13,480 shares of SCHQ stock, worth $443,761. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,480
Previous 13,598 0.87%
Holding current value
$443,761
Previous $434 Million 0.44%
% of portfolio
0.3%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
110
Shares Held
14.4M
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
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