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

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025

A detailed history of Milestone Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Asset Management, LLC holds 71,923 shares of SCHG stock, worth $2.34 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
71,923
Previous 138,839 48.2%
Holding current value
$2.34 Million
Previous $3.48 Billion 39.57%
% of portfolio
0.44%
Previous 0.74%

Shares

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

Aug 05, 2025
SELL
$22.27 - $29.21 $1.49 Million - $1.95 Million
-66,916 Reduced 48.2%
71,923 $2.1 Billion
Q1 2025

Apr 09, 2025
BUY
$24.91 - $29.02 $3.46 Million - $4.03 Million
138,839 New
138,839 $3.48 Billion

Others Institutions Holding SCHG

# of Institutions
1,603
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email