Milestone Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Milestone Wealth, LLC holds 4,306 shares of SCHX stock, worth $96,497. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,306
Previous 4,306 -0.0%
Holding current value
$96,497
Previous $192,000 -0.0%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
BUY
$43.35 - $54.51 $58,652 - $73,752
1,353 Added 45.82%
4,306 $192,000
Q4 2021

Feb 16, 2022
BUY
$51.9 - $57.29 $153,260 - $169,177
2,953 New
2,953 $336,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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