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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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