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Milestone Investment Advisors LLC: SCHG position timeline

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

Milestone Investment Advisors LLC held 1,003,833 SCHG 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 1,003,833 shares
    Change vs previous 13F -18,230 shares

    7.34% of the 13F portfolio, value $33,969,726.

    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 1,022,063 shares
    Change vs previous 13F +7,657 shares

    7.19% of the 13F portfolio, value $29,772,706.

    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 1,014,406 shares
    Change vs previous 13F -21,180 shares

    8.01% of the 13F portfolio, value $33,089,909.

    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 1,035,586 shares
    Change vs previous 13F -11,421 shares

    8.21% of the 13F portfolio, value $33,045,556.

    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 1,047,007 shares
    Change vs previous 13F -65,156 shares

    7.98% of the 13F portfolio, value $30,583,068.

    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 1,112,163 shares
    Change vs previous 13F -72,552 shares

    7.73% of the 13F portfolio, value $27,848,564.

    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 1,184,715 shares
    Change vs previous 13F +888,206 shares

    8.97% of the 13F portfolio, value $33,018,011.

    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 296,509 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $30,890,332.

    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).