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

Milestone Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$302K Hold
11,403
– – 0.06% 176
2025
Q1 		$319K Sell
11,403
-57
-0.5% -$1.59K 0.07% 179
2024
Q4 		$313K Buy
+11,460
New +$313K 0.07% 193