SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 366,728 Value ($000) $8,937 Avg Close — Range —
Q3 2025
Shares 356,741 Value ($000) $8,704 Avg Close — Range —
Q2 2025
Shares 339,194 Value ($000) $8,270 Avg Close — Range —
Q1 2025
Shares 245,982 Value ($000) $5,987 Avg Close — Range —
Q4 2024
Shares 127,129 Value ($000) $3,059 Avg Close — Range —
Q3 2024
Shares 43,837 Value ($000) $2,147 Avg Close — Range —
Q2 2024
Shares 42,932 Value ($000) $2,066 Avg Close — Range —
Q1 2024
Shares 36,678 Value ($000) $1,768 Avg Close — Range —
Q4 2023
Shares 37,526 Value ($000) $1,818 Avg Close — Range —
Q3 2023
Shares 88,284 Value ($000) $4,228 Avg Close — Range —
Q2 2023
Shares 95,811 Value ($000) $4,605 Avg Close — Range —
Q1 2023
Shares 84,334 Value ($000) $4,115 Avg Close — Range —
Q4 2022
Shares 71,811 Value ($000) $3,464 Avg Close — Range —