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
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Milestone Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Milestone Investment Advisors
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