Schwab Strategic Tr shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $180k | 7.3k | 24.59 |
| 2023-09-30 | $169k | 7.3k | 23.00 |
| 2023-06-30 | $322k | 14k | 23.94 |
| 2023-03-31 | $577k | 24k | 23.63 |
| 2022-12-31 | $548k | 24k | 22.42 |
More positions owned by Milestone Investment Advisors
View all positions for Milestone Investment Advisors