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 10,498 shares of SCHV stock, worth $305,596. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,498
Previous 10,453 0.43%
Holding current value
$305,596
Previous $278 Million 4.54%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Aug 01, 2025
BUY
$23.55 - $27.67 $1,059 - $1,245
45 Added 0.43%
10,498 $290 Million
Q1 2025

May 06, 2025
BUY
$25.77 - $27.6 $1,056 - $1,131
41 Added 0.39%
10,453 $278 Million
Q4 2024

Mar 27, 2025
BUY
$25.79 - $80.4 $268,525 - $837,124
10,412 New
10,412 $271 Million

Others Institutions Holding SCHV

# of Institutions
961
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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