Milestone Investment Advisors LLC Schwab Strategic Tr Intl Divid Transaction History

Milestone Investment Advisors LLC

  • $370 Million
  • Q1 2024

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 7,333 shares of SCHY stock, worth $179,585. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,333
Previous 7,333 -0.0%
Holding current value
$179,585
Previous $180,000 1.67%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$22.9 - $24.85 $140,148 - $152,082
-6,120 Reduced 45.49%
7,333 $168,000
Q2 2023

Aug 02, 2023
SELL
$23.33 - $24.6 $256,233 - $270,181
-10,983 Reduced 44.95%
13,453 $322,000
Q4 2022

Mar 15, 2023
BUY
$20.95 - $23.5 $511,934 - $574,246
24,436 New
24,436 $548 Million

Others Institutions Holding SCHY

# of Institutions
111
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

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