Milestone Asset Management Group, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 48,916 shares of SCHA stock, worth $1.18 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
48,916
Previous 46,369 5.49%
Holding current value
$1.18 Million
Previous $1.2 Billion 4.42%
% of portfolio
1.04%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,258
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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