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Schwab Strategic Tr us aggregate b shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.2k 155 46.73
2023-09-30 $6.8k 153 44.37
2023-06-30 $7.0k 152 46.22
2023-03-31 $7.1k 151 46.91

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b