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
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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 |
|---|---|---|---|
| 2025-09-30 | $634k | 22k | 29.11 |
| 2025-06-30 | $603k | 22k | 27.67 |
| 2025-03-31 | $852k | 32k | 26.58 |
| 2024-12-31 | $836k | 32k | 26.07 |
| 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 |
More positions owned by Milestone Investment Advisors
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