Milestone Investment Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Milestone Investment Advisors LLC

  • $370 Million
  • Q1 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 8,599 shares of SCHR stock, worth $420,663. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,599
Previous 14,983 42.61%
Holding current value
$420,663
Previous $744,000 43.41%
% of portfolio
0.11%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$48.64 - $49.88 $310,517 - $318,433
-6,384 Reduced 42.61%
8,599 $421,000
Q4 2023

Feb 09, 2024
BUY
$47.09 - $49.87 $22,226 - $23,538
472 Added 3.25%
14,983 $744,000
Q3 2023

Nov 08, 2023
SELL
$47.78 - $49.59 $8,218 - $8,529
-172 Reduced 1.17%
14,511 $695,000
Q2 2023

Aug 02, 2023
BUY
$49.25 - $50.96 $244,575 - $253,067
4,966 Added 51.11%
14,683 $723,000
Q1 2023

May 16, 2023
BUY
$48.55 - $50.78 $471,760 - $493,429
9,717 New
9,717 $490,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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