Schwab U S Broad Market ETF shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 564k | 25.71 |
| 2025-06-30 | $14M | 570k | 23.83 |
| 2025-03-31 | $13M | 585k | 21.53 |
| 2024-12-31 | $14M | 597k | 22.70 |
| 2024-09-30 | $13M | 190k | 66.52 |
| 2024-06-30 | $12M | 194k | 62.87 |
| 2024-03-31 | $13M | 205k | 61.05 |
| 2023-12-31 | $12M | 211k | 55.67 |
| 2023-09-30 | $11M | 217k | 49.85 |
| 2023-06-30 | $12M | 223k | 51.70 |
| 2023-03-31 | $11M | 224k | 47.85 |
| 2022-12-31 | $10M | 224k | 44.81 |
More positions owned by Milestone Investment Advisors
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