Milestone Asset Management Group, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 155,468 shares of SCHG stock, worth $4.99 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
155,468
Previous 148,121 4.96%
Holding current value
$4.99 Million
Previous $3.71 Billion 22.44%
% of portfolio
3.36%
Previous 3.35%

Shares

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

Aug 01, 2025
BUY
$22.27 - $29.21 $163,617 - $214,605
7,347 Added 4.96%
155,468 $4.54 Billion
Q1 2025

May 06, 2025
SELL
$24.91 - $29.02 $62,698 - $73,043
-2,517 Reduced 1.67%
148,121 $3.71 Billion
Q4 2024

Mar 27, 2025
BUY
$25.93 - $105.3 $3.91 Million - $15.9 Million
150,638 New
150,638 $4.2 Billion

Others Institutions Holding SCHG

# of Institutions
1,604
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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