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 128,125 shares of SCHX stock, worth $3.39 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
128,125
Previous 127,815 0.24%
Holding current value
$3.39 Million
Previous $2.82 Billion 10.96%
% of portfolio
2.32%
Previous 2.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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