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Schwab U S Large Cap Growth ETF shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 297k 104.18
2024-06-30 $31M 302k 100.84
2024-03-31 $28M 300k 92.72
2023-12-31 $24M 291k 82.96
2023-09-30 $22M 299k 72.72
2023-06-30 $22M 295k 74.95
2023-03-31 $19M 285k 65.17
2022-12-31 $15M 276k 55.56