Schwab Strategic Tr us dividend eq shares owned by Milestone Advisory Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Milestone Advisory Partners
from 13F filings
Historical chart of Milestone Advisory Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Milestone Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $17M | 239k | 70.76 |
| 2023-06-30 | $17M | 229k | 72.62 |
| 2023-03-31 | $17M | 232k | 73.16 |
| 2022-12-31 | $18M | 236k | 75.54 |
| 2022-09-30 | $16M | 235k | 66.43 |
| 2022-06-30 | $15M | 209k | 72.17 |
| 2022-03-31 | $16M | 206k | 78.89 |
| 2021-12-31 | $17M | 208k | 80.83 |
| 2021-09-30 | $16M | 219k | 74.24 |
| 2021-06-30 | $17M | 222k | 75.62 |
| 2021-03-31 | $15M | 202k | 72.92 |
| 2020-12-31 | $12M | 184k | 64.14 |
| 2020-09-30 | $17M | 316k | 55.30 |
| 2020-06-30 | $17M | 324k | 51.75 |
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