Milestones Private Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 52,044 shares of SCHZ stock, worth $1.23 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
52,044
Previous 49,935 4.22%
Holding current value
$1.23 Million
Previous $1.16 Billion 5.26%
% of portfolio
0.83%
Previous 0.86%

Shares

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

Oct 22, 2025
BUY
$22.9 - $23.58 $48,296 - $49,730
2,109 Added 4.22%
52,044 $1.22 Billion
Q2 2025

Sep 11, 2025
BUY
$22.68 - $23.28 $1.13 Million - $1.16 Million
49,935 New
49,935 $1.16 Billion

Others Institutions Holding SCHZ

# of Institutions
718
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Milestones Private Investment Advisors LLC Portfolio

Follow Milestones Private Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestones Private Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestones Private Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email