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Milestone Asset Management Group, LLC: SCHX position timeline

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

Milestone Asset Management Group, LLC held 139,078 SCHX 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 139,078 shares
    Change vs previous 13F -4,234 shares

    2.06% of the 13F portfolio, value $4,093,069.

    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 143,312 shares
    Change vs previous 13F +2,042 shares

    2.15% of the 13F portfolio, value $3,674,511.

    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 141,270 shares
    Change vs previous 13F +11,085 shares

    2.15% of the 13F portfolio, value $3,801,565.

    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 130,185 shares
    Change vs previous 13F +2,060 shares

    2.16% of the 13F portfolio, value $3,429,070.

    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 128,125 shares
    Change vs previous 13F +310 shares

    2.32% of the 13F portfolio, value $3,131,369.

    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 127,815 shares
    Change vs previous 13F -4,338 shares

    2.55% of the 13F portfolio, value $2,822,162.

    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 132,153 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,063,316.

    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).