SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 336,984 Value ($000) $10,133 Avg Close — Range —
Q3 2025
Shares 339,866 Value ($000) $10,074 Avg Close — Range —
Q2 2025
Shares 342,460 Value ($000) $9,606 Avg Close — Range —
Q1 2025
Shares 375,126 Value ($000) $9,828 Avg Close — Range —
Q4 2024
Shares 400,108 Value ($000) $11,087 Avg Close — Range —
Q3 2024
Shares 136,906 Value ($000) $11,376 Avg Close — Range —
Q2 2024
Shares 143,076 Value ($000) $11,136 Avg Close — Range —
Q1 2024
Shares 149,178 Value ($000) $12,148 Avg Close — Range —
Q4 2023
Shares 155,807 Value ($000) $11,735 Avg Close — Range —
Q3 2023
Shares 164,499 Value ($000) $11,133 Avg Close — Range —
Q2 2023
Shares 165,933 Value ($000) $11,786 Avg Close — Range —
Q1 2023
Shares 191,558 Value ($000) $12,997 Avg Close — Range —
Q4 2022
Shares 195,808 Value ($000) $12,847 Avg Close — Range —