SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 1,018,982 Value ($000) $27,421 Avg Close — Range —
Q3 2025
Shares 1,020,133 Value ($000) $26,870 Avg Close — Range —
Q2 2025
Shares 1,036,958 Value ($000) $25,343 Avg Close — Range —
Q1 2025
Shares 1,080,638 Value ($000) $23,860 Avg Close — Range —
Q4 2024
Shares 1,119,646 Value ($000) $25,953 Avg Close — Range —
Q3 2024
Shares 379,876 Value ($000) $25,775 Avg Close — Range —
Q2 2024
Shares 408,151 Value ($000) $26,224 Avg Close — Range —
Q1 2024
Shares 436,200 Value ($000) $27,071 Avg Close — Range —
Q4 2023
Shares 455,308 Value ($000) $25,679 Avg Close — Range —
Q3 2023
Shares 457,339 Value ($000) $23,141 Avg Close — Range —
Q2 2023
Shares 452,120 Value ($000) $23,678 Avg Close — Range —
Q1 2023
Shares 454,842 Value ($000) $22,001 Avg Close — Range —
Q4 2022
Shares 451,465 Value ($000) $20,384 Avg Close — Range —