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Milestone Asset Management Group, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Asset Management Group, LLC on SCHA, newest first. How the timeline and the estimate are built.

Milestone Asset Management Group, LLC held 46,114 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,114 shares
    Change vs previous 13F -1,970 shares

    0.84% of the 13F portfolio, value $1,666,101.

    13F-HR 0002063364-26-000244 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,084 shares
    Change vs previous 13F -251 shares

    0.82% of the 13F portfolio, value $1,398,295.

    13F-HR 0002063364-26-000157 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,335 shares
    Change vs previous 13F -1,420 shares

    0.78% of the 13F portfolio, value $1,376,580.

    13F-HR 0002063364-26-000051 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,755 shares
    Change vs previous 13F +728 shares

    0.87% of the 13F portfolio, value $1,388,176.

    13F-HR 0002063364-25-000256 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,027 shares
    Change vs previous 13F +111 shares

    0.92% of the 13F portfolio, value $1,240,382.

    13F-HR 0002063364-25-000168 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,916 shares
    Change vs previous 13F +2,547 shares

    1.04% of the 13F portfolio, value $1,146,090.

    13F-HR 0002063364-25-000075 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,369 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,199,094.

    13F-HR 0002063364-25-000002 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).