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Schwab Strategic Tr us dividend eq shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 53k 27.30
2025-06-30 $1.3M 50k 26.50
2025-03-31 $1.4M 49k 27.96
2024-12-31 $1.2M 44k 27.32

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Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
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Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding Schwab Strategic Tr us dividend eq

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