Milestones Private Investment Advisors LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1726041
FAIRPORT, NY
All Filings in SCHQ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $395,640 | 12,588 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 SCHQ | $399,039 | 12,588 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SCHQ | $435,538 | 13,480 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 SCHQ | $433,640 | 13,598 | Shares | Sole | 2025-09-11 | |
| No filing history on record for this holder in this stock. | ||||||