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

Milestone Investment Advisors LLC

$371 Million
Q2 2025

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 1,036,958 shares of SCHX stock, worth $27.1 Million. This represents 6.83% of its overall portfolio holdings.

Number of Shares

1,036,958

Previous 1,080,638 4.04%

Holding current value

$27.1 Million

Previous $23.9 Million 6.22%

% of portfolio

6.83%

Previous 6.83%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$19.6 - $24.44 $856,128 - $1.07 Million	-43,680 Reduced 4.04%	1,036,958 $25.3 Million
Q1 2025 Apr 28, 2025	SELL	$21.75 - $24.28 $848,424 - $947,114	-39,008 Reduced 3.48%	1,080,638 $23.9 Million
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $16.6 Million - $50.5 Million	739,770 Added 194.74%	1,119,646 $26 Million
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $1.73 Million - $1.92 Million	-28,275 Reduced 6.93%	379,876 $25.8 Million
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $1.65 Million - $1.82 Million	-28,049 Reduced 6.43%	408,151 $26.2 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $1.06 Million - $1.19 Million	-19,108 Reduced 4.2%	436,200 $27.1 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $98,442 - $114,954	-2,031 Reduced 0.44%	455,308 $25.7 Million
Q3 2023 Nov 08, 2023	BUY	$50.36 - $54.21 $262,828 - $282,921	5,219 Added 1.15%	457,339 $23.1 Million
Q2 2023 Aug 02, 2023	SELL	$47.67 - $52.37 $129,757 - $142,551	-2,722 Reduced 0.6%	452,120 $23.7 Million
Q1 2023 May 16, 2023	BUY	$44.78 - $49.41 $151,222 - $166,857	3,377 Added 0.75%	454,842 $22 Million
Q4 2022 Mar 15, 2023	BUY	$42.25 - $48.16 $19.1 Million - $21.7 Million	451,465 New	451,465 $20.4 Billion

Others Institutions Holding SCHX

# of Institutions

1,568

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Strategic Tr Us Large C Transaction History