Milestone Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025

A detailed history of Milestone Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 69,406 shares of SCHZ stock, worth $1.61 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
69,406
Holding current value
$1.61 Million
% of portfolio
0.34%

Shares

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

Aug 05, 2025
BUY
$22.68 - $23.28 $1.57 Million - $1.62 Million
69,406 New
69,406 $1.61 Billion
Q4 2024

Jan 23, 2025
BUY
$22.63 - $47.53 $7.18 Million - $15.1 Million
317,155 New
317,155 $7.2 Billion

Others Institutions Holding SCHZ

# of Institutions
709
Shares Held
170M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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