Milestone Investment Advisors LLC Schwab Intermediate Term Us Tr Transaction History
Milestone Investment Advisors LLC
- $370 Million
- Q1 2024
A detailed history of Milestone Investment Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 8,599 shares of SCHR stock, worth $422,554. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,599
Previous 14,983
42.61%
Holding current value
$422,554
Previous $744,000
43.41%
% of portfolio
0.11%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
383Shares Held
141MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.98 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$571 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$214 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$177 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$114 Million0.02% of portfolio