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Milestone Asset Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Milestone Asset Management Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$290K Buy
10,498
+45
+0.4% +$1.25K 0.22% 82
2025
Q1 		$278K Buy
10,453
+41
+0.4% +$1.09K 0.25% 78
2024
Q4 		$271K Buy
+10,412
New +$271K 0.24% 79