MILESTONE ASSET MANAGEMENT, LLC's ownership history for SCHD

MILESTONE ASSET MANAGEMENT, LLC currently holds 19.5K shares with a market value of $598.5K. It started holding SCHD on 2024-12-31. At its peak, it held 19.5K shares on 2026-03-31. Its highest holding value was $598.5K on 2026-03-31. 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 8.1K. In the recent year, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 8.0K.