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Schwab Strategic Tr schwb fdt int sc shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr schwb fdt int sc

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwb fdt int sc held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5k 130 34.86
2023-09-30 $4.2k 130 32.15
2023-06-30 $4.3k 130 33.19
2023-03-31 $4.3k 130 33.13
2022-12-31 $4.1k 130 31.26

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Advisory
Jane Street
Victory Capital Management
Citadel Advisors
GHP Investment Advisors
Clarius
Mercer Global Advisors
Lincoln National
United Capital Financial Advisers
Prairiewood Capital
Geneos Wealth Management
UBS Group
Dynamic Advisors Solutions
Collective Family Office
Cherry Tree Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc