MIA
Milestone Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Sell |
246,259
-9,890
| -4% | -$262K | 1.7% | 20 |
|
|
2025
Q1 | $7.16M | Buy |
256,149
+4,380
| +2% | +$122K | 1.99% | 17 |
|
|
2024
Q4 | $6.88M | Buy |
251,769
+168,278
| +202% | +$4.6M | 1.87% | 16 |
|
|
2024
Q3 | $7.06M | Sell |
83,491
-50,130
| -38% | -$4.24M | 1.98% | 16 |
|
|
2024
Q2 | $10.4M | Sell |
133,621
-38,575
| -22% | -$3M | 2.76% | 11 |
|
|
2024
Q1 | $13.9M | Sell |
172,196
-47,546
| -22% | -$3.83M | 3.74% | 8 |
|
|
2023
Q4 | $16.7M | Sell |
219,742
-43,431
| -17% | -$3.31M | 4.86% | 6 |
|
|
2023
Q3 | $18.6M | Sell |
263,173
-54,765
| -17% | -$3.88M | 5.3% | 5 |
|
|
2023
Q2 | $23.1M | Sell |
317,938
-128,797
| -29% | -$9.35M | 7.15% | 3 |
|
|
2023
Q1 | $32.7M | Buy |
446,735
+12,278
| +3% | +$898K | 10.09% | 1 |
|
|
2022
Q4 | $32.8M | Buy |
+434,457
| New | +$32.8M | 11.5% | 1 |
|