Milestone Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025

A detailed history of Milestone Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Asset Management, LLC holds 11,403 shares of SCHD stock, worth $309,933. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,403
Previous 11,403 -0.0%
Holding current value
$309,933
Previous $319 Million 5.22%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$27.01 - $28.54 $1,539 - $1,626
-57 Reduced 0.5%
11,403 $319 Million
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $308,617 - $973,527
11,460 New
11,460 $313 Million

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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

Track Milestone Asset Management, LLC Portfolio

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

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email