Milestone Asset Management Group, LLC SCHG Holdings History
Milestone Asset Management Group, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 148,121.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.71 Mil. This investment constitutes 3.35% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and SCHG's current price of $29.74, Milestone Asset Management Group, LLC's estimated gain on his SCHG holdings is $348,084.35, reflecting a 8.58% gain to date.
Milestone Asset Management Group, LLC SCHG ($29.74) Holding Chart
Milestone Asset Management Group, LLC SCHG ($29.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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