SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 1,014,406 Value ($000) $33,090 Avg Close — Range —
Q3 2025
Shares 1,035,586 Value ($000) $33,046 Avg Close — Range —
Q2 2025
Shares 1,047,007 Value ($000) $30,583 Avg Close — Range —
Q1 2025
Shares 1,112,163 Value ($000) $27,849 Avg Close — Range —
Q4 2024
Shares 1,184,715 Value ($000) $33,018 Avg Close — Range —
Q3 2024
Shares 296,509 Value ($000) $30,890 Avg Close — Range —
Q2 2024
Shares 302,218 Value ($000) $30,476 Avg Close — Range —
Q1 2024
Shares 300,117 Value ($000) $27,827 Avg Close — Range —
Q4 2023
Shares 291,210 Value ($000) $24,159 Avg Close — Range —
Q3 2023
Shares 298,661 Value ($000) $21,719 Avg Close — Range —
Q2 2023
Shares 294,470 Value ($000) $22,071 Avg Close — Range —
Q1 2023
Shares 285,140 Value ($000) $18,583 Avg Close — Range —
Q4 2022
Shares 275,792 Value ($000) $15,323 Avg Close — Range —