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 $291,860. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,306
Previous 4,306
-0.0%
Holding current value
$291,860
Previous $192,000
-0.0%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio