Milestone Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 585,229 shares of SCHB stock, worth $14.4 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

585,229

Previous 597,221 2.01%

Holding current value

$14.4 Million

Previous $13.6 Million 7.06%

% of portfolio

3.61%

Previous 3.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$21.23 - $23.75 $254,590 - $284,810	-11,992 Reduced 2.01%	585,229 $12.6 Million
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $8.97 Million - $27.2 Million	407,588 Added 214.94%	597,221 $13.6 Million
Q3 2024 Oct 30, 2024	SELL	$59.93 - $66.52 $270,224 - $299,938	-4,509 Reduced 2.32%	189,633 $12.6 Million
Q2 2024 Aug 13, 2024	SELL	$57.57 - $63.3 $640,638 - $704,402	-11,128 Reduced 5.42%	194,142 $12.2 Million
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $288,067 - $322,038	-5,275 Reduced 2.51%	205,270 $12.5 Million
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $292,991 - $344,070	-6,154 Reduced 2.84%	210,545 $11.7 Million
Q3 2023 Nov 08, 2023	SELL	$49.59 - $53.57 $330,418 - $356,936	-6,663 Reduced 2.98%	216,699 $10.8 Million
Q2 2023 Aug 02, 2023	SELL	$47.08 - $51.7 $31,449 - $34,535	-668 Reduced 0.3%	223,362 $11.5 Million
Q1 2023 May 16, 2023	BUY	$44.47 - $49.23 $14,497 - $16,048	326 Added 0.15%	224,030 $10.7 Million
Q4 2022 Mar 15, 2023	BUY	$41.94 - $47.81 $9.38 Million - $10.7 Million	223,704 New	223,704 $10 Billion

Others Institutions Holding SCHB

# of Institutions

1,342

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Milestone Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History