Schwab Strategic Tr schwab fdt us bm shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr schwab fdt us bm
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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 18k | 70.37 |
| 2024-06-30 | $1.2M | 19k | 65.58 |
| 2024-03-31 | $2.0M | 30k | 66.26 |
| 2023-12-31 | $2.0M | 34k | 61.10 |
| 2023-09-30 | $1.8M | 34k | 55.09 |
| 2023-06-30 | $1.7M | 29k | 56.74 |
| 2023-03-31 | $1.3M | 25k | 54.12 |
| 2022-12-31 | $1.3M | 25k | 52.62 |
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