Milestone Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 400,108 shares of SCHM stock, worth $11.2 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

400,108

Previous 136,906 192.25%

Holding current value

$11.2 Million

Previous $11.4 Million 2.54%

% of portfolio

3.08%

Previous 3.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $7.25 Million - $21.9 Million	263,202 Added 192.25%	400,108 $11.1 Million
Q3 2024 Oct 30, 2024	SELL	$75.47 - $83.18 $465,649 - $513,220	-6,170 Reduced 4.31%	136,906 $11.4 Million
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $461,860 - $495,421	-6,102 Reduced 4.09%	143,076 $11.1 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $483,187 - $539,799	-6,629 Reduced 4.25%	149,178 $12.1 Million
Q4 2023 Feb 09, 2024	SELL	$63.01 - $75.95 $547,682 - $660,157	-8,692 Reduced 5.28%	155,807 $11.7 Million
Q3 2023 Nov 08, 2023	SELL	$66.75 - $73.98 $95,719 - $106,087	-1,434 Reduced 0.86%	164,499 $11.1 Million
Q2 2023 Aug 02, 2023	SELL	$65.29 - $71.03 $1.67 Million - $1.82 Million	-25,625 Reduced 13.38%	165,933 $11.8 Million
Q1 2023 May 16, 2023	SELL	$64.24 - $73.9 $273,020 - $314,075	-4,250 Reduced 2.17%	191,558 $13 Million
Q4 2022 Mar 15, 2023	BUY	$61.05 - $69.94 $12 Million - $13.7 Million	195,808 New	195,808 $12.8 Billion

Others Institutions Holding SCHM

# of Institutions

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Milestone Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History