Schwab Strategic Tr cmn shares owned by Milestone Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $873 | 30 | 29.13 |
| 2025-06-30 | $1.2k | 45 | 27.69 |
| 2025-03-31 | $1.2k | 45 | 26.60 |
| 2024-12-31 | $4.9k | 186 | 26.08 |
| 2024-09-30 | $5.0k | 62 | 80.37 |
| 2024-06-30 | $5.7k | 77 | 74.52 |
| 2024-03-31 | $6.8k | 90 | 75.99 |
| 2023-12-31 | $7.4k | 106 | 70.10 |
| 2023-09-30 | $6.8k | 106 | 64.46 |
| 2023-06-30 | $7.2k | 108 | 67.09 |
| 2023-03-31 | $24k | 360 | 65.58 |
| 2022-12-31 | $24k | 367 | 66.02 |
| 2022-09-30 | $38k | 647 | 58.73 |
| 2022-06-30 | $40k | 647 | 61.82 |
| 2021-12-31 | $299k | 4.1k | 73.27 |
| 2021-09-30 | $772k | 14k | 56.71 |
| 2021-06-30 | $279k | 4.1k | 68.37 |
| 2021-03-31 | $268k | 4.1k | 65.22 |
| 2020-12-31 | $250k | 4.2k | 59.58 |
| 2020-09-30 | $254k | 4.9k | 52.25 |
| 2020-06-30 | $297k | 5.9k | 50.14 |
| 2020-03-31 | $543k | 12k | 44.30 |
| 2019-12-31 | $744k | 12k | 60.11 |
| 2019-09-30 | $772k | 14k | 56.71 |
| 2019-06-30 | $696k | 12k | 56.11 |
| 2019-03-31 | $609k | 11k | 54.77 |
| 2018-12-31 | $638k | 13k | 49.26 |