Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 175,172 shares of SCHF stock, worth $3.5 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

175,172

Previous 93,132 88.09%

Holding current value

$3.5 Million

Previous $3.83 Million 15.38%

% of portfolio

0.9%

Previous 1.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$18.41 - $40.87 $1.51 Million - $3.35 Million	82,040 Added 88.09%	175,172 $3.24 Million
Q3 2024 Oct 30, 2024	SELL	$36.98 - $41.55 $73,442 - $82,518	-1,986 Reduced 2.09%	93,132 $3.83 Million
Q2 2024 Aug 13, 2024	SELL	$37.19 - $39.82 $1,710 - $1,831	-46 Reduced 0.05%	95,118 $3.65 Million
Q1 2024 May 14, 2024	SELL	$35.71 - $39.11 $103,344 - $113,184	-2,894 Reduced 2.95%	95,164 $3.71 Million
Q4 2023 Feb 09, 2024	SELL	$32.37 - $37.01 $128,864 - $147,336	-3,981 Reduced 3.9%	98,058 $3.62 Million
Q3 2023 Nov 08, 2023	BUY	$33.82 - $36.71 $63,040 - $68,427	1,864 Added 1.86%	102,039 $3.47 Million
Q2 2023 Aug 02, 2023	BUY	$34.48 - $36.54 $18,481 - $19,585	536 Added 0.54%	100,175 $3.57 Million
Q1 2023 May 16, 2023	BUY	$32.42 - $35.44 $138,563 - $151,470	4,274 Added 4.48%	99,639 $3.47 Million
Q4 2022 Mar 15, 2023	BUY	$28.0 - $33.87 $2.67 Million - $3.23 Million	95,365 New	95,365 $3.07 Billion

Others Institutions Holding SCHF

# of Institutions

1,383

Shares Held

1.5B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History