MIA
Milestone Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
1,047,007
-65,156
| -6% | -$1.9M | 7.98% | 2 |
|
|
2025
Q1 | $27.8M | Sell |
1,112,163
-72,552
| -6% | -$1.82M | 7.73% | 2 |
|
|
2024
Q4 | $33M | Buy |
1,184,715
+888,206
| +300% | +$24.8M | 8.97% | 2 |
|
|
2024
Q3 | $30.9M | Sell |
296,509
-5,709
| -2% | -$595K | 8.65% | 2 |
|
|
2024
Q2 | $30.5M | Buy |
302,218
+2,101
| +0.7% | +$212K | 8.1% | 2 |
|
|
2024
Q1 | $27.8M | Buy |
300,117
+8,907
| +3% | +$826K | 7.5% | 2 |
|
|
2023
Q4 | $24.2M | Sell |
291,210
-7,451
| -2% | -$618K | 7.02% | 4 |
|
|
2023
Q3 | $21.7M | Buy |
298,661
+4,191
| +1% | +$305K | 6.18% | 4 |
|
|
2023
Q2 | $22.1M | Buy |
294,470
+9,330
| +3% | +$699K | 6.83% | 4 |
|
|
2023
Q1 | $18.6M | Buy |
285,140
+9,348
| +3% | +$609K | 5.74% | 4 |
|
|
2022
Q4 | $15.3M | Buy |
+275,792
| New | +$15.3M | 5.37% | 5 |
|