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Milestone Asset Management Group, LLC: SCHD position timeline

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

Milestone Asset Management Group, LLC held 49,065 SCHD 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 49,065 shares
    Change vs previous 13F -2,495 shares

    0.78% of the 13F portfolio, value $1,555,857.

    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 51,560 shares
    Change vs previous 13F -843 shares

    0.92% of the 13F portfolio, value $1,581,874.

    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 52,403 shares
    Change vs previous 13F -526 shares

    0.81% of the 13F portfolio, value $1,437,413.

    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 52,929 shares
    Change vs previous 13F +2,714 shares

    0.91% of the 13F portfolio, value $1,444,958.

    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 50,215 shares
    Change vs previous 13F +1,451 shares

    0.99% of the 13F portfolio, value $1,330,706.

    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 48,764 shares
    Change vs previous 13F +4,318 shares

    1.23% of the 13F portfolio, value $1,363,432.

    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 44,446 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,214,265.

    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).