Milestone Investment Advisors LLC's ownership history for SCHB

Milestone Investment Advisors LLC currently holds 533.2K shares with a market value of $13.4M. It started holding SCHB on 2024-09-30. At its peak, it held 597.2K shares on 2024-12-31. Its highest holding value was $14.5M on 2025-09-30. At its lowest, it held 189.6K shares on 2024-09-30, with a value of $12.6M on 2025-03-31. In the recent 180 days, Milestone Investment Advisors LLC has decreased its shares by 31.1K. In the recent year, Milestone Investment Advisors LLC has decreased its shares by 52.0K.