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 148,121 shares of SCHG stock, worth $4.47 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
148,121
Previous 150,638 1.67%
Holding current value
$4.47 Million
Previous $4.2 Billion 11.66%
% of portfolio
3.35%
Previous 3.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
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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