Schwab Strategic Tr sht tm us tres shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr sht tm us tres
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All positions including Schwab Strategic Tr sht tm us tres held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 44k | 48.98 |
2024-06-30 | $2.1M | 43k | 48.13 |
2024-03-31 | $1.8M | 37k | 48.21 |
2023-12-31 | $1.8M | 38k | 48.45 |
2023-09-30 | $4.2M | 88k | 47.89 |
2023-06-30 | $4.6M | 96k | 48.06 |
2023-03-31 | $4.1M | 84k | 48.79 |
2022-12-31 | $3.5M | 72k | 48.24 |
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Top funds holding Schwab Strategic Tr sht tm us tres
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