Milestone Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 10,382 shares of SCHV stock, worth $272,319. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,382
Previous 10,382
-0.0%
Holding current value
$272,319
Previous $769,000
8.45%
% of portfolio
0.24%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio