Milestones Private Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 15,438 shares of SCHA stock, worth $430,411. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,438
Previous 14,733 4.79%
Holding current value
$430,411
Previous $373 Million 15.55%
% of portfolio
0.29%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$25.29 - $28.33 $17,829 - $19,972
705 Added 4.79%
15,438 $431 Million
Q2 2025

Sep 11, 2025
BUY
$20.42 - $25.3 $300,847 - $372,744
14,733 New
14,733 $373 Million

Others Institutions Holding SCHA

# of Institutions
1,298
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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