Milestone Asset Management Group, LLC's ownership history for SCHD

Milestone Asset Management Group, LLC currently holds 51.6K shares with a market value of $1.6M. It started holding SCHD on 2024-12-31. At its peak, it held 52.9K shares on 2025-09-30. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 44.4K shares on 2024-12-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, Milestone Asset Management Group, LLC has decreased its shares by 1.4K. In the recent year, Milestone Asset Management Group, LLC has increased its shares by 2.8K.