Milestone Asset Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Milestone Asset Management Group, LLC

$159 Billion
Q3 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 130,185 shares of SCHX stock, worth $3.46 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

130,185

Previous 128,125 1.61%

Holding current value

$3.46 Million

Previous $3.13 Billion 9.51%

% of portfolio

2.16%

Previous 2.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$24.46 - $26.5 $50,387 - $54,590	2,060 Added 1.61%	130,185 $3.43 Billion
Q2 2025 Aug 01, 2025	BUY	$19.6 - $24.44 $6,076 - $7,576	310 Added 0.24%	128,125 $3.13 Billion
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $94,351 - $105,326	-4,338 Reduced 3.28%	127,815 $2.82 Billion
Q4 2024 Mar 27, 2025	BUY	$22.4 - $68.28 $2.96 Million - $9.02 Million	132,153 New	132,153 $3.06 Billion

Others Institutions Holding SCHX

# of Institutions

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Milestone Asset Management Group, LLC Schwab Strategic Tr Us Large C Transaction History