Milestone Investment Advisors LLC Schwab Strategic Tr Intl Divid Call Options Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHY

# of Institutions

126

Shares Held

9.64M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$45.8 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

841K
Shares

$19.4 Million
2.54% of portfolio
Souders Financial Advisors

525K
Shares

$12.1 Million
2.01% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$8.71 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.57 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

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