Milestones Private Investment Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 132,586 shares of SCHD stock, worth $3.52 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
132,586
Previous 131,269 1.0%
Holding current value
$3.52 Million
Previous $3.48 Billion 4.05%
% of portfolio
2.47%
Previous 2.58%

Shares

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

Oct 22, 2025
BUY
$26.38 - $27.95 $34,742 - $36,810
1,317 Added 1.0%
132,586 $3.62 Billion
Q2 2025

Sep 11, 2025
BUY
$24.32 - $27.87 $3.19 Million - $3.66 Million
131,269 New
131,269 $3.48 Billion

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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