Schwab U S Broad Market ETF shares owned by Milestone Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.1M | 81k | 63.07 |
| 2024-03-31 | $5.0M | 83k | 61.05 |
| 2023-12-31 | $4.7M | 84k | 55.67 |
| 2023-09-30 | $4.2M | 85k | 49.85 |
| 2023-06-30 | $4.5M | 86k | 51.70 |
| 2023-03-31 | $4.3M | 90k | 47.85 |
| 2022-12-31 | $4.0M | 90k | 44.81 |
| 2022-09-30 | $21M | 297k | 71.02 |
| 2022-06-30 | $4.0M | 92k | 44.19 |
| 2022-03-31 | $4.9M | 92k | 53.39 |
| 2021-12-31 | $5.2M | 46k | 113.01 |
| 2021-09-30 | $21M | 297k | 71.02 |
| 2021-06-30 | $6.0M | 58k | 104.27 |
| 2021-03-31 | $5.6M | 58k | 96.70 |
| 2020-12-31 | $5.8M | 64k | 90.98 |
| 2020-09-30 | $8.2M | 104k | 79.64 |
| 2020-06-30 | $8.9M | 121k | 73.47 |
| 2020-03-31 | $8.5M | 141k | 60.43 |
| 2019-12-31 | $10M | 136k | 76.88 |
| 2019-09-30 | $21M | 297k | 71.02 |
| 2019-06-30 | $19M | 274k | 70.53 |
| 2019-03-31 | $19M | 273k | 68.05 |
| 2018-12-31 | $15M | 252k | 59.93 |