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Schwab Strategic Tr cmn shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors 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 Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $834k 10k 80.37
2024-06-30 $769k 10k 74.08
2024-03-31 $795k 11k 75.98
2023-12-31 $840k 12k 70.10
2023-09-30 $772k 12k 64.46
2023-06-30 $866k 13k 67.09
2023-03-31 $853k 13k 65.58
2022-12-31 $859k 13k 66.02