Milestone Asset Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 10,453 shares of SCHV stock, worth $277,631. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,453
Previous 10,412 0.39%
Holding current value
$277,631
Previous $271 Million 2.36%
% of portfolio
0.25%
Previous 0.24%

Shares

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

May 06, 2025
BUY
$25.77 - $27.6 $1,056 - $1,131
41 Added 0.39%
10,453 $278 Million
Q4 2024

Mar 27, 2025
BUY
$25.79 - $80.4 $268,525 - $837,124
10,412 New
10,412 $271 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Milestone Asset Management Group, LLC Portfolio

Follow Milestone Asset Management Group, 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 Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email