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

Milestone Investment Advisors LLC

$371 Million
Q2 2025

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 55,772 shares of SCHA stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

55,772

Previous 64,282 13.24%

Holding current value

$1.55 Million

Previous $1.51 Million 6.31%

% of portfolio

0.38%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$20.42 - $25.3 $173,774 - $215,303	-8,510 Reduced 13.24%	55,772 $1.41 Million
Q1 2025 Apr 28, 2025	SELL	$23.16 - $27.04 $8,731 - $10,194	-377 Reduced 0.58%	64,282 $1.51 Million
Q4 2024 Feb 12, 2025	BUY	$25.33 - $51.16 $891,843 - $1.8 Million	35,209 Added 119.56%	64,659 $1.67 Million
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

1,278

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

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