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Schwab Strategic Tr schwb fdt int sc shares owned by Milestone Group

Quarter-by-quarter ownership of Schwab Strategic Tr schwb fdt int sc (FNDC) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Schwab Strategic Tr schwb fdt int sc

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All positions including Schwab Strategic Tr schwb fdt int sc held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwb fdt int sc by Milestone Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 671 44.51
2025-06-30 $28k 671 42.05
2025-03-31 $24k 671 36.20
2024-12-31 $23k 671 34.14
2023-03-31 $2.1k 64 33.14

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Schwab Strategic Tr schwb fdt int sc

Charles Schwab Investment Management
Cornerstone Planning Group
GHP Investment Advisors
Burns Wealth Management
Victory Capital Management
Kelman-Lazarov
Citadel Advisors
Flow Traders US
High Probability Advisors
Prairiewood Capital
Advisor Group Holdings
Opes Wealth Management
Collective Family Office
Charles Schwab Trust
Geneos Wealth Management

View all funds holding Schwab Strategic Tr schwb fdt int sc