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MILESTONE ASSET MANAGEMENT, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MILESTONE ASSET MANAGEMENT, LLC on SCHG, newest first. How the timeline and the estimate are built.

MILESTONE ASSET MANAGEMENT, LLC held 166,901 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,901 shares
    Change vs previous 13F +34,833 shares

    0.89% of the 13F portfolio, value $5,647,936.

    13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, 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 132,068 shares
    Change vs previous 13F +15,350 shares

    0.71% of the 13F portfolio, value $3,847,156.

    13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, 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 116,718 shares
    Change vs previous 13F +19,275 shares

    0.72% of the 13F portfolio, value $3,807,359.

    13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, 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 97,443 shares
    Change vs previous 13F +25,520 shares

    0.59% of the 13F portfolio, value $3,109,424.

    13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, 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 71,923 shares
    Change vs previous 13F -66,916 shares

    0.44% of the 13F portfolio, value $2,100,899.

    13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, 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 138,839 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,476,543.

    13F-HR 0001085146-25-001976 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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