Milestone Asset Management Group »

Schwab Strategic Tr cmn shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 11k 29.11
2025-06-30 $291k 11k 27.67
2025-03-31 $278k 11k 26.58
2024-12-31 $271k 10k 26.07

More positions owned by Milestone Asset Management Group

Galaxy Digital Cl A (GLXY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management Group

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn