Milestone Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Milestone Investment Advisors LLC

  • $370 Million
  • Q1 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 10,462 shares of SCHV stock, worth $775,024. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,462
Previous 11,982 12.69%
Holding current value
$775,024
Previous $839,000 5.36%
% of portfolio
0.21%
Previous 0.24%

Shares

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

May 14, 2024
SELL
$68.82 - $75.98 $104,606 - $115,489
-1,520 Reduced 12.69%
10,462 $794,000
Q3 2023

Nov 08, 2023
SELL
$64.45 - $69.39 $59,165 - $63,700
-918 Reduced 7.12%
11,982 $772,000
Q2 2023

Aug 02, 2023
SELL
$63.33 - $67.21 $6,776 - $7,191
-107 Reduced 0.82%
12,900 $865,000
Q4 2022

Mar 15, 2023
BUY
$64.27 - $69.24 $835,959 - $900,604
13,007 New
13,007 $859 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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