SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 237,163 Value ($000) $5,701 Avg Close — Range —
Q3 2025
Shares 230,121 Value ($000) $5,357 Avg Close — Range —
Q2 2025
Shares 157,811 Value ($000) $3,488 Avg Close — Range —
Q1 2025
Shares 165,100 Value ($000) $3,266 Avg Close — Range —
Q4 2024
Shares 175,172 Value ($000) $3,241 Avg Close — Range —
Q3 2024
Shares 93,132 Value ($000) $3,830 Avg Close — Range —
Q2 2024
Shares 95,118 Value ($000) $3,654 Avg Close — Range —
Q1 2024
Shares 95,164 Value ($000) $3,713 Avg Close — Range —
Q4 2023
Shares 98,058 Value ($000) $3,624 Avg Close — Range —
Q3 2023
Shares 102,039 Value ($000) $3,465 Avg Close — Range —
Q2 2023
Shares 100,175 Value ($000) $3,571 Avg Close — Range —
Q1 2023
Shares 99,639 Value ($000) $3,467 Avg Close — Range —
Q4 2022
Shares 95,365 Value ($000) $3,072 Avg Close — Range —