Milestone Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
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 11,460 shares of SCHD stock, worth $320,307. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,460Holding current value
$320,307% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$607 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio