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

Milestone Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$326K	Buy
2025 Q2	$302K	Hold
2025 Q1	$319K	Sell
2024 Q4	$313K	Buy