Schwab Strategic Tr cmn shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $840k | 12k | 70.10 |
| 2023-09-30 | $772k | 12k | 64.46 |
| 2023-06-30 | $866k | 13k | 67.09 |
| 2023-03-31 | $853k | 13k | 65.58 |
| 2022-12-31 | $859k | 13k | 66.02 |
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