Milestone Investment Advisors LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1967018
MIDDLETON, WI
All Filings in FNDB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $830,334 | 30,527 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FNDB | $870,008 | 32,744 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 FNDB | $897,373 | 34,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FNDB | $896,516 | 37,386 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FNDB | $890,463 | 38,699 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 FNDB | $1,205,658 | 51,834 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 FNDB | — | 17,922 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 FNDB | — | 19,022 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FNDB | — | 29,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FNDB | — | 33,528 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FNDB | — | 33,484 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 FNDB | — | 29,163 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 FNDB | — | 24,635 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 FNDB | — | 24,514 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||