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Milestones Private Investment Advisors »

Schwab Strategic Tr long term us shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 Schwab Strategic Tr long term us by Milestones Private Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$436k	14k	32.31

More positions owned by Milestones Private Investment Advisors

Vaneck Etf Trust Semiconductr Etf (SMH)

First Tr Exchange Traded Utilities Alph (FXU)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Select Sector Spdr Tr Technology (XLK)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Ishares Tr Msci Usa Quality (GARP)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Apple (AAPL)

Select Sector Spdr Tr Energy (XLE)

First Tr Exchange Traded Consumr Staple (FXG)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Sbi Healthcare (XLV)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Milestones Private Investment Advisors

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Jpmorgan Chase & Co

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Morgan Stanley

Cetera Investment Advisers

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View all funds holding Schwab Strategic Tr long term us

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