MILESTONE ASSET MANAGEMENT, LLC's ownership history for SCHD

MILESTONE ASSET MANAGEMENT, LLC currently holds 11.9K shares with a market value of $325.7K. It started holding SCHD on 2024-12-31. At its peak, it held 11.9K shares on 2025-09-30. Its highest holding value was $325.7K on 2025-09-30. At its lowest, it held 11.4K shares on 2025-03-31, with a value of $302.2K on 2025-06-30. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 528.