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Milestones Private Investment Advisors »

Schwab Strategic Tr us aggregate b shares owned by Milestones Private Investment Advisors

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

Historical chart of Milestones Private 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 Milestones Private 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 Milestones Private Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.1M	47k	23.37
2025-09-30	$1.2M	52k	23.47

More positions owned by Milestones Private Investment Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Vaneck Etf Trust Semiconductr Etf (SMH)

First Tr Exchange Traded Utilities Alph (FXU)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Msci Usa Quality (GARP)

Select Sector Spdr Tr State Street Tec (XLK)

Select Sector Spdr Tr State Street Con (XLY)

Apple (AAPL)

First Tr Exchange Traded Consumr Staple (FXG)

Select Sector Spdr Tr State Street Hea (XLV)

Select Sector Spdr Tr State Street Ene (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

First Tr Exchange-traded SHS (FDL)

Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co

Rockbridge Investment Management, LCC

Honkamp Krueger Financial Services

Ameriprise Financial

Charles Schwab Trust

Financial Engines Advisors L.L.C

Total Wealth Planning

CWM

Wealth Enhancement Advisory Services

HighTower Advisors

Envestnet Asset Management

Resources Investment Advisors

Goldman Sachs Group

Kohmann Bosshard Financial Services

BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b

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