MIA
Milestone Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.61M | Sell |
342,460
-32,666
| -9% | -$916K | 2.51% | 11 |
|
|
2025
Q1 | $9.83M | Sell |
375,126
-24,982
| -6% | -$655K | 2.73% | 11 |
|
|
2024
Q4 | $11.1M | Buy |
400,108
+263,202
| +192% | +$7.29M | 3.01% | 9 |
|
|
2024
Q3 | $11.4M | Sell |
136,906
-6,170
| -4% | -$513K | 3.19% | 9 |
|
|
2024
Q2 | $11.1M | Sell |
143,076
-6,102
| -4% | -$475K | 2.96% | 9 |
|
|
2024
Q1 | $12.1M | Sell |
149,178
-6,629
| -4% | -$540K | 3.28% | 10 |
|
|
2023
Q4 | $11.7M | Sell |
155,807
-8,692
| -5% | -$655K | 3.41% | 9 |
|
|
2023
Q3 | $11.1M | Sell |
164,499
-1,434
| -0.9% | -$97.1K | 3.17% | 9 |
|
|
2023
Q2 | $11.8M | Sell |
165,933
-25,625
| -13% | -$1.82M | 3.65% | 9 |
|
|
2023
Q1 | $13M | Sell |
191,558
-4,250
| -2% | -$288K | 4.01% | 7 |
|
|
2022
Q4 | $12.8M | Buy |
+195,808
| New | +$12.8M | 4.5% | 7 |
|