SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 4,340 Value ($000) $109 Avg Close — Range —
Q3 2025
Shares 7,869 Value ($000) $198 Avg Close — Range —
Q2 2025
Shares 8,910 Value ($000) $223 Avg Close — Range —
Q1 2025
Shares 8,910 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 8,910 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 4,455 Value ($000) $225 Avg Close — Range —
Q2 2024
Shares 4,455 Value ($000) $217 Avg Close — Range —
Q1 2024
Shares 8,599 Value ($000) $422 Avg Close — Range —
Q4 2023
Shares 14,983 Value ($000) $745 Avg Close — Range —
Q3 2023
Shares 14,511 Value ($000) $696 Avg Close — Range —
Q2 2023
Shares 14,683 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 9,717 Value ($000) $490 Avg Close — Range —