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

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

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 375,126 shares of SCHM stock, worth $10.2 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
375,126
Previous 400,108 6.24%
Holding current value
$10.2 Million
Previous $11.1 Million 11.35%
% of portfolio
2.81%
Previous 3.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$25.58 - $29.24 $639,039 - $730,473
-24,982 Reduced 6.24%
375,126 $9.83 Million
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
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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