Schwab U S Small Cap ETF shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 30k | 51.50 |
| 2024-06-30 | $1.4M | 30k | 47.45 |
| 2024-03-31 | $1.5M | 30k | 49.24 |
| 2023-12-31 | $1.4M | 30k | 47.24 |
| 2023-09-30 | $1.2M | 29k | 41.42 |
| 2023-06-30 | $1.3M | 29k | 43.80 |
| 2023-03-31 | $1.2M | 29k | 41.93 |
| 2022-12-31 | $1.1M | 28k | 40.51 |
More positions owned by Milestone Investment Advisors
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