Milestones Private Investment Advisors LLC's ownership history for SCHB

Milestones Private Investment Advisors LLC currently holds 37.5K shares with a market value of $940.4K. It started holding SCHB on 2025-06-30. At its peak, it held 156.6K shares on 2025-09-30. Its highest holding value was $4.0M on 2025-12-31. At its lowest, it held 37.5K shares on 2026-03-31, with a value of $940.4K on 2026-03-31. In the recent 180 days, Milestones Private Investment Advisors LLC has decreased its shares by 119.1K.