Milestone Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Milestone Investment Advisors LLC

$371 Million
Q2 2025

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 339,194 shares of SCHO stock, worth $8.26 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

339,194

Previous 245,982 37.89%

Holding current value

$8.26 Million

Previous $5.99 Million 38.12%

% of portfolio

2.23%

Previous 1.71%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.19 - $24.45 $2.25 Million - $2.28 Million	93,212 Added 37.89%	339,194 $8.27 Million
Q1 2025 Apr 28, 2025	BUY	$24.1 - $24.34 $2.86 Million - $2.89 Million	118,853 Added 93.49%	245,982 $5.99 Million
Q4 2024 Feb 12, 2025	BUY	$24.06 - $48.88 $2 Million - $4.07 Million	83,292 Added 190.0%	127,129 $3.06 Million
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

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

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