Milestone Asset Management Group, LLC Schwab Strategic Tr Us Small C Transaction History
Milestone Asset Management Group, LLC
- $112 Billion
- Q4 2024
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 46,369 shares of SCHA stock, worth $1.09 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
46,369Holding current value
$1.09 Million% of portfolio
1.07%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
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Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio