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Schwab Strategic Tr us lrg cap etf shares owned by Milestone Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 42k 62.06
2023-12-31 $2.5M 45k 56.40
2023-09-30 $2.4M 48k 50.60
2023-06-30 $2.3M 43k 52.37
2023-03-31 $2.3M 47k 48.37
2022-12-31 $2.1M 47k 45.15
2022-09-30 $3.6M 50k 70.93
2022-06-30 $2.1M 47k 44.65
2022-03-31 $2.5M 47k 53.85
2021-12-31 $3.1M 28k 113.83
2021-09-30 $3.6M 50k 70.93
2021-06-30 $3.0M 29k 103.96
2021-03-31 $2.9M 30k 96.02
2020-12-31 $2.8M 31k 90.94
2020-09-30 $2.6M 32k 80.64
2020-06-30 $2.8M 38k 74.10
2020-03-31 $2.7M 43k 61.24
2019-12-31 $3.7M 48k 76.80
2019-09-30 $3.6M 50k 70.93
2019-06-30 $3.9M 56k 70.19
2019-03-31 $4.0M 59k 67.61
2018-12-31 $3.4M 57k 59.70
2018-09-30 $3.9M 57k 69.56
2018-06-30 $3.9M 60k 64.99
2018-03-31 $4.0M 63k 63.08
2017-12-31 $4.2M 66k 63.78
2017-09-30 $3.8M 64k 60.04
2017-06-30 $3.7M 65k 57.77
2017-03-31 $3.7M 66k 56.26
2016-12-31 $3.9M 72k 53.27
2016-09-30 $4.2M 82k 51.62
2016-06-30 $4.2M 84k 49.77
2016-03-31 $769k 16k 48.86
2015-12-31 $734k 15k 48.54
2015-09-30 $672k 15k 45.76
2015-06-30 $695k 14k 49.32
2015-03-31 $626k 13k 49.56
2014-12-31 $579k 12k 49.04
2014-09-30 $525k 11k 46.98
2014-06-30 $540k 12k 46.81
2014-03-31 $569k 13k 44.72
2013-12-31 $528k 12k 44.08
2013-09-30 $457k 11k 40.24
2013-06-30 $423k 11k 38.21
2013-03-31 $316k 8.5k 37.29

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
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HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf