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Schwab Strategic Tr intrm trm shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $745k 15k 49.72
2023-09-30 $696k 15k 47.94
2023-06-30 $724k 15k 49.28
2023-03-31 $490k 9.7k 50.43

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 intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Streettalk Advisors
Cornerstone Wealth Advisors
Madison Asset Management
Allspring Global Investments Holdings

View all funds holding Schwab Strategic Tr intrm trm