A detailed history of Milestone Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Asset Management, LLC holds 138,839 shares of SCHG stock, worth $3.53 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
138,839
Holding current value
$3.53 Million
% of portfolio
0.74%

Shares

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

Apr 09, 2025

BUY
$24.91 - $29.02 $3.46 Million - $4.03 Million
138,839 New
138,839 $3.48 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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.