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Schwab Strategic Tr us dividend eq shares owned by Milestone Group

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

Historical chart of Milestone 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 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 Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 22k 78.58
2024-03-31 $1.7M 22k 80.63
2023-12-31 $1.5M 19k 76.13
2023-09-30 $1.2M 18k 70.76
2023-06-30 $1.3M 18k 72.62
2023-03-31 $1.3M 18k 73.16
2022-12-31 $1.4M 19k 75.54
2022-09-30 $1.2M 22k 54.80
2022-06-30 $1.5M 22k 71.65
2022-03-31 $1.3M 16k 78.88
2021-12-31 $1.2M 15k 80.80
2021-09-30 $1.2M 22k 54.80
2021-06-30 $684k 9.0k 75.63
2021-03-31 $706k 9.7k 72.97
2020-12-31 $644k 10k 64.14
2020-09-30 $601k 11k 55.28
2020-06-30 $563k 11k 51.79
2020-03-31 $786k 18k 45.00
2019-12-31 $1.3M 22k 57.91
2019-09-30 $1.2M 22k 54.80
2019-06-30 $1.2M 22k 53.05
2019-03-31 $1.2M 23k 52.28
2018-12-31 $1.3M 28k 46.98
2018-09-30 $1.3M 24k 52.99
2018-06-30 $1.2M 25k 49.28
2018-03-31 $1.2M 25k 49.04
2017-12-31 $1.3M 25k 51.15
2017-09-30 $1.2M 25k 46.80
2017-06-30 $1.1M 25k 45.09
2017-03-31 $1.1M 25k 44.56
2016-12-31 $1.1M 25k 43.55
2016-09-30 $873k 21k 42.30
2016-06-30 $855k 21k 41.43

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq