Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 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 93,132 shares of SCHF stock, worth $1.74 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
93,132
Previous 95,118
2.09%
Holding current value
$1.74 Million
Previous $3.65 Million
4.79%
% of portfolio
1.09%
Previous 0.98%
Shares
8 transactions
Others Institutions Holding SCHF
# of Institutions
1,273Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.89 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.54 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.51 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.33 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$944 Million6.47% of portfolio