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Milestones Private Investment Advisors »

Sch Us Mid-cap Etf etf shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Milestones Private Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$715k	24k	30.07
2025-09-30	$704k	24k	29.64

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First Tr Exchange Traded Utilities Alph (FXU)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Msci Usa Quality (GARP)

Select Sector Spdr Tr State Street Tec (XLK)

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Apple (AAPL)

First Tr Exchange Traded Consumr Staple (FXG)

Select Sector Spdr Tr State Street Hea (XLV)

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World Gold Tr Spdr Gld Minis (GLDM)

First Tr Exchange-traded SHS (FDL)

Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

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