Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2024
A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 95,118 shares of SCHF stock, worth $3.93 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
95,118
Previous 95,164
0.05%
Holding current value
$3.93 Million
Previous $3.71 Million
1.59%
% of portfolio
0.98%
Previous 1.0%
Shares
7 transactions
Others Institutions Holding SCHF
# of Institutions
1,193Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$6.06 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.87 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.3 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.22 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.95 Billion11.16% of portfolio