Milestone Investment Advisors LLC's ownership history for SCHD

Milestone Investment Advisors LLC currently holds 195.4K shares with a market value of $6.0M. It started holding SCHD on 2024-09-30. At its peak, it held 256.1K shares on 2025-03-31. Its highest holding value was $7.2M on 2025-03-31. At its lowest, it held 83.5K shares on 2024-09-30, with a value of $5.8M on 2025-12-31. In the recent 180 days, Milestone Investment Advisors LLC has decreased its shares by 22.3K. In the recent year, Milestone Investment Advisors LLC has decreased its shares by 60.8K.