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Milestone Investment Advisors »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Milestone Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$2.3M	37k	61.94
2023-09-30	$2.0M	36k	55.97
2023-06-30	$1.1M	18k	57.57
2023-03-31	$953k	17k	54.92
2022-12-31	$927k	17k	53.44

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Index Fds Total Stk Mkt (VTI)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Growth Etf (VUG)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Wisdomtree Tr Floatng Rat Trea (USFR)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Ishares Tr Rus Tp200 Gr Etf (IWY)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory

Captrust Financial Advisors

Signature Estate and Investment Advisors

McAdam

Northwest Bancshares

Steele Capital Management

Glassman Wealth Services

Callan Capital

Bank of America Corporation

Charles Schwab Trust

Lee Financial

Kelman-Lazarov

Kavar Capital Partners Group

Gemmer Asset Management

Bell Investment Advisors

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg

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