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 127,815 shares of SCHX stock, worth $2.98 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
127,815
Previous 132,153 3.28%
Holding current value
$2.98 Million
Previous $3.06 Billion 7.87%
% of portfolio
2.55%
Previous 2.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,499
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
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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