Milestone Investment Advisors LLC Schwab Strategic Tr Intl Eqty Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2025
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 157,811 shares of SCHF stock, worth $3.63 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
157,811
Previous 165,100
4.41%
Holding current value
$3.63 Million
Previous $3.27 Million
6.8%
% of portfolio
0.94%
Previous 0.93%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,488Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.64 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.24 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.68 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.53 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.64 Billion11.16% of portfolio