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Milestone Investment Advisors LLC: SCHO position timeline

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

Milestone Investment Advisors LLC held 407,543 SCHO 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 407,543 shares
    Change vs previous 13F +17,245 shares

    2.13% of the 13F portfolio, value $9,838,089.

    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 390,298 shares
    Change vs previous 13F +23,570 shares

    2.29% of the 13F portfolio, value $9,472,533.

    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 366,728 shares
    Change vs previous 13F +9,987 shares

    2.16% of the 13F portfolio, value $8,937,162.

    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 356,741 shares
    Change vs previous 13F +17,547 shares

    2.16% of the 13F portfolio, value $8,704,481.

    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 339,194 shares
    Change vs previous 13F +93,212 shares

    2.16% of the 13F portfolio, value $8,269,550.

    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 245,982 shares
    Change vs previous 13F +118,853 shares

    1.66% of the 13F portfolio, value $5,987,202.

    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 127,129 shares
    Change vs previous 13F +83,292 shares

    0.83% of the 13F portfolio, value $3,058,724.

    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 43,837 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,147,137.

    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).