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Schwab Strategic Tr sht tm us tres shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 38k 48.45
2023-09-30 $4.2M 88k 47.89
2023-06-30 $4.6M 96k 48.06
2023-03-31 $4.1M 84k 48.79
2022-12-31 $3.5M 72k 48.24

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 sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
Morningstar Investment Management
Morgan Stanley
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners

View all funds holding Schwab Strategic Tr sht tm us tres