MAMG
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Milestone Asset Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Milestone Asset Management Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Buy
50,215
+1,451
+3% +$38.5K 0.99% 34
2025
Q1 		$1.36M Buy
48,764
+4,318
+10% +$121K 1.23% 30
2024
Q4 		$1.21M Buy
+44,446
New +$1.21M 1.09% 31