Milestones Private Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 23,756 shares of SCHM stock, worth $699,851. This represents 0.48% of its overall portfolio holdings.

Number of Shares
23,756
Previous 23,801 0.19%
Holding current value
$699,851
Previous $668 Million 5.47%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Oct 22, 2025
SELL
$28.15 - $30.13 $1,266 - $1,355
-45 Reduced 0.19%
23,756 $704 Million
Q2 2025

Sep 11, 2025
BUY
$22.92 - $28.05 $545,518 - $667,618
23,801 New
23,801 $668 Million

Others Institutions Holding SCHM

# of Institutions
1,051
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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