Milestone Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 29,450 shares of SCHA stock, worth $813,703. This represents 0.43% of its overall portfolio holdings.

Number of Shares

29,450

Previous 29,450 -0.0%

Holding current value

$813,703

Previous $1.4 Million 8.52%

% of portfolio

0.43%

Previous 0.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$45.24 - $49.04 $2,262 - $2,452	-50 Reduced 0.17%	29,450 $1.4 Million
Q1 2024 May 14, 2024	SELL	$44.84 - $49.24 $3,138 - $3,446	-70 Reduced 0.24%	29,500 $1.45 Million
Q4 2023 Feb 09, 2024	BUY	$38.13 - $48.02 $17,921 - $22,569	470 Added 1.62%	29,570 $1.4 Million
Q1 2023 May 16, 2023	BUY	$39.82 - $46.36 $31,895 - $37,134	801 Added 2.83%	29,100 $1.22 Million
Q4 2022 Mar 15, 2023	BUY	$38.25 - $43.54 $1.08 Million - $1.23 Million	28,299 New	28,299 $1.15 Billion

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History