SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 541,444 Value ($000) $14,202 Avg Close — Range —
Q3 2025
Shares 564,322 Value ($000) $14,509 Avg Close — Range —
Q2 2025
Shares 570,127 Value ($000) $13,586 Avg Close — Range —
Q1 2025
Shares 585,229 Value ($000) $12,600 Avg Close — Range —
Q4 2024
Shares 597,221 Value ($000) $13,557 Avg Close — Range —
Q3 2024
Shares 189,633 Value ($000) $12,614 Avg Close — Range —
Q2 2024
Shares 194,142 Value ($000) $12,206 Avg Close — Range —
Q1 2024
Shares 205,270 Value ($000) $12,532 Avg Close — Range —
Q4 2023
Shares 210,545 Value ($000) $11,721 Avg Close — Range —
Q3 2023
Shares 216,699 Value ($000) $10,802 Avg Close — Range —
Q2 2023
Shares 223,362 Value ($000) $11,548 Avg Close — Range —
Q1 2023
Shares 224,030 Value ($000) $10,720 Avg Close — Range —
Q4 2022
Shares 223,704 Value ($000) $10,024 Avg Close — Range —