Milestones Private Investment Advisors LLC's ownership history for SCHD

Milestones Private Investment Advisors LLC currently holds 97.7K shares with a market value of $3.0M. It started holding SCHD on 2025-06-30. At its peak, it held 132.6K shares on 2025-09-30. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 97.7K shares on 2026-03-31, with a value of $2.8M on 2025-12-31. In the recent 180 days, Milestones Private Investment Advisors LLC has decreased its shares by 34.9K.