MIA
SCHR

Milestone Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Milestone Investment Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Buy
9,522
+5,182
+119% +$130K 0.06% 83
2025
Q4 		$109K Sell
4,340
-3,529
-45% -$88.8K 0.03% 98
2025
Q3 		$198K Sell
7,869
-1,041
-12% -$26K 0.05% 81
2025
Q2 		$223K Hold
8,910
– – 0.06% 79
2025
Q1 		$222K Hold
8,910
– – 0.06% 76
2024
Q4 		$216K Hold
8,910
– – 0.06% 78
2024
Q3 		$225K Hold
8,910
– – 0.06% 77
2024
Q2 		$217K Sell
8,910
-8,288
-48% -$201K 0.06% 74
2024
Q1 		$422K Sell
17,198
-12,768
-43% -$314K 0.11% 57
2023
Q4 		$745K Buy
29,966
+944
+3% +$22.8K 0.22% 49
2023
Q3 		$696K Sell
29,022
-344
-1% -$8.37K 0.2% 52
2023
Q2 		$724K Buy
29,366
+9,932
+51% +$249K 0.22% 47
2023
Q1 		$490K Buy
+19,434
New +$484K 0.15% 58

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return