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

Milestone Asset Management Group, LLC

  • $135 Billion
  • Q2 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 49,027 shares of SCHA stock, worth $1.39 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
49,027
Previous 48,916 0.23%
Holding current value
$1.39 Million
Previous $1.15 Billion 8.23%
% of portfolio
0.92%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$20.42 - $25.3 $2,266 - $2,808
111 Added 0.23%
49,027 $1.24 Billion
Q1 2025

May 06, 2025
BUY
$23.16 - $27.04 $58,988 - $68,870
2,547 Added 5.49%
48,916 $1.15 Billion
Q4 2024

Mar 27, 2025
BUY
$25.33 - $51.16 $1.17 Million - $2.37 Million
46,369 New
46,369 $1.2 Billion

Others Institutions Holding SCHA

# of Institutions
1,277
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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