Milestone Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 43,837 shares of SCHO stock, worth $1.06 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

43,837

Previous 42,932 2.11%

Holding current value

$1.06 Million

Previous $2.07 Million 3.92%

% of portfolio

0.61%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$47.93 - $49.06 $43,376 - $44,399	905 Added 2.11%	43,837 $2.15 Million
Q2 2024 Aug 13, 2024	BUY	$47.75 - $48.13 $298,628 - $301,005	6,254 Added 17.05%	42,932 $2.07 Million
Q1 2024 May 14, 2024	SELL	$48.05 - $48.63 $40,746 - $41,238	-848 Reduced 2.26%	36,678 $1.77 Million
Q4 2023 Feb 09, 2024	SELL	$47.66 - $48.45 $2.42 Million - $2.46 Million	-50,758 Reduced 57.49%	37,526 $1.82 Million
Q3 2023 Nov 08, 2023	SELL	$47.78 - $48.2 $359,640 - $362,801	-7,527 Reduced 7.86%	88,284 $4.23 Million
Q2 2023 Aug 02, 2023	BUY	$48.06 - $48.89 $551,584 - $561,110	11,477 Added 13.61%	95,811 $4.6 Million
Q1 2023 May 16, 2023	BUY	$47.8 - $49.0 $598,599 - $613,627	12,523 Added 17.44%	84,334 $4.11 Million
Q4 2022 Mar 15, 2023	BUY	$47.89 - $48.47 $3.44 Million - $3.48 Million	71,811 New	71,811 $3.46 Billion

Others Institutions Holding SCHO

# of Institutions

619

Shares Held

176M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Schwab Short Term Us Treasury Transaction History