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

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 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 97,443 shares of SCHG stock, worth $3.14 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
97,443
Previous 71,923 35.48%
Holding current value
$3.14 Million
Previous $2.1 Billion 48.0%
% of portfolio
0.59%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$28.92 - $32.19 $738,038 - $821,488
25,520 Added 35.48%
97,443 $3.11 Billion
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
1,683
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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