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Milestone Investment Advisors LLC: SCHX position timeline

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

Milestone Investment Advisors LLC held 1,001,568 SCHX 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 1,001,568 shares
    Change vs previous 13F -7,168 shares

    6.37% of the 13F portfolio, value $29,476,133.

    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 1,008,736 shares
    Change vs previous 13F -10,246 shares

    6.25% of the 13F portfolio, value $25,864,003.

    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 1,018,982 shares
    Change vs previous 13F -1,151 shares

    6.64% of the 13F portfolio, value $27,420,818.

    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 1,020,133 shares
    Change vs previous 13F -16,825 shares

    6.68% of the 13F portfolio, value $26,870,307.

    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 1,036,958 shares
    Change vs previous 13F -43,680 shares

    6.61% of the 13F portfolio, value $25,343,247.

    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 1,080,638 shares
    Change vs previous 13F -39,008 shares

    6.62% of the 13F portfolio, value $23,860,482.

    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 1,119,646 shares
    Change vs previous 13F +739,770 shares

    7.05% of the 13F portfolio, value $25,953,392.

    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 379,876 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $25,774,561.

    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).