Schwab Strategic Tr us dividend eq shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 84k | 84.53 |
| 2024-06-30 | $10M | 134k | 77.76 |
| 2024-03-31 | $14M | 172k | 80.63 |
| 2023-12-31 | $17M | 220k | 76.13 |
| 2023-09-30 | $19M | 263k | 70.76 |
| 2023-06-30 | $23M | 318k | 72.62 |
| 2023-03-31 | $33M | 447k | 73.16 |
| 2022-12-31 | $33M | 435k | 75.54 |
More positions owned by Milestone Investment Advisors
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Top funds holding Schwab Strategic Tr us dividend eq
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