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Schwab Strategic Tr us lrg cap etf shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 455k 56.40
2023-09-30 $23M 457k 50.60
2023-06-30 $24M 452k 52.37
2023-03-31 $22M 455k 48.37
2022-12-31 $20M 452k 45.15