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

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

Historical chart of Milestone Asset Management 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 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

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 12k 27.30
2025-06-30 $302k 11k 26.50
2025-03-31 $319k 11k 27.96
2024-12-31 $313k 12k 27.32

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View all positions for Milestone Asset Management

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