Schwab Strategic Tr us aggregate b shares owned by Milestone Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4k | 60 | 23.48 |
| 2025-06-30 | $1.4k | 60 | 23.25 |
| 2025-03-31 | $1.4k | 60 | 23.17 |
| 2024-12-31 | $1.4k | 60 | 22.70 |
| 2024-09-30 | $1.4k | 30 | 47.53 |
| 2024-06-30 | $1.4k | 30 | 45.60 |
| 2024-03-31 | $1.4k | 30 | 46.00 |
| 2023-12-31 | $1.4k | 30 | 46.63 |
| 2023-09-30 | $2.3k | 53 | 44.25 |
| 2023-06-30 | $4.2k | 90 | 46.17 |
| 2023-03-31 | $4.2k | 90 | 46.91 |
| 2022-12-31 | $1.7k | 37 | 45.65 |
| 2022-09-30 | $2.0k | 37 | 54.05 |
| 2022-06-30 | $3.0k | 54 | 55.56 |
| 2018-06-30 | $305k | 6.0k | 50.64 |
| 2018-03-31 | $355k | 6.9k | 51.09 |
| 2017-12-31 | $358k | 6.9k | 52.02 |
| 2017-09-30 | $373k | 7.1k | 52.37 |
| 2017-06-30 | $393k | 7.5k | 52.22 |
| 2017-03-31 | $403k | 7.8k | 51.73 |
| 2016-12-31 | $498k | 9.7k | 51.52 |
| 2016-09-30 | $371k | 6.9k | 53.74 |
| 2016-06-30 | $348k | 6.5k | 53.74 |
| 2016-03-31 | $281k | 5.3k | 52.78 |
| 2015-12-31 | $276k | 5.4k | 51.45 |
| 2015-09-30 | $283k | 5.4k | 52.08 |
| 2015-06-30 | $305k | 5.9k | 51.76 |
| 2015-03-31 | $294k | 5.6k | 52.86 |
| 2014-12-31 | $296k | 5.7k | 52.36 |
| 2014-09-30 | $234k | 4.5k | 51.78 |
| 2014-06-30 | $237k | 4.6k | 51.85 |
| 2014-03-31 | $215k | 4.2k | 51.11 |
| 2013-03-31 | $219k | 4.2k | 52.24 |
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