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Milestone Investment Advisors LLC: SCHB position timeline

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

Milestone Investment Advisors LLC held 536,856 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 536,856 shares
    Change vs previous 13F +3,674 shares

    3.36% of the 13F portfolio, value $15,547,354.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors 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 533,182 shares
    Change vs previous 13F -8,262 shares

    3.23% of the 13F portfolio, value $13,382,878.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors 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 541,444 shares
    Change vs previous 13F -22,878 shares

    3.44% of the 13F portfolio, value $14,202,068.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors 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 564,322 shares
    Change vs previous 13F -5,805 shares

    3.6% of the 13F portfolio, value $14,508,707.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors 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 570,127 shares
    Change vs previous 13F -15,102 shares

    3.54% of the 13F portfolio, value $13,586,115.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors 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 585,229 shares
    Change vs previous 13F -11,992 shares

    3.5% of the 13F portfolio, value $12,599,985.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors 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 597,221 shares
    Change vs previous 13F +407,588 shares

    3.68% of the 13F portfolio, value $13,556,917.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 189,633 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $12,614,409.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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