MIA
Milestone Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
570,127
-15,102
| -3% | -$360K | 3.54% | 6 |
|
|
2025
Q1 | $12.6M | Sell |
585,229
-11,992
| -2% | -$258K | 3.5% | 6 |
|
|
2024
Q4 | $13.6M | Buy |
597,221
+407,588
| +215% | +$9.25M | 3.68% | 7 |
|
|
2024
Q3 | $12.6M | Sell |
189,633
-4,509
| -2% | -$300K | 3.53% | 8 |
|
|
2024
Q2 | $12.2M | Sell |
194,142
-11,128
| -5% | -$700K | 3.25% | 8 |
|
|
2024
Q1 | $12.5M | Sell |
205,270
-5,275
| -3% | -$322K | 3.38% | 9 |
|
|
2023
Q4 | $11.7M | Sell |
210,545
-6,154
| -3% | -$343K | 3.41% | 10 |
|
|
2023
Q3 | $10.8M | Sell |
216,699
-6,663
| -3% | -$332K | 3.07% | 10 |
|
|
2023
Q2 | $11.5M | Sell |
223,362
-668
| -0.3% | -$34.5K | 3.58% | 11 |
|
|
2023
Q1 | $10.7M | Buy |
224,030
+326
| +0.1% | +$15.6K | 3.31% | 9 |
|
|
2022
Q4 | $10M | Buy |
+223,704
| New | +$10M | 3.51% | 10 |
|