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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Milestone Investment Advisors

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