Milestone Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Milestone Investment Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3K	Hold	423	–	–	﹤0.01%	125
2026 Q1	$13.9K	Hold	423	–	–	﹤0.01%	124
2025 Q4	$13.9K	Hold	423	–	–	﹤0.01%	121
2025 Q3	$14.1K	Hold	423	–	–	﹤0.01%	114
2025 Q2	$12.8K	Hold	423	–	–	﹤0.01%	114
2025 Q1	$11.7K	Hold	423	–	–	﹤0.01%	117
2024 Q4	$11.3K	Sell	423 -4,108	-91%	-$116K	﹤0.01%	119
2024 Q3	$132K	Sell	4,531 -2,986	-40%	-$80.8K	0.04%	88
2024 Q2	$200K	Sell	7,517 -497	-6%	-$13K	0.05%	76
2024 Q1	$202K	Sell	8,014 -2,613	-25%	-$64.2K	0.05%	73
2023 Q4	$263K	Sell	10,627 -2,155	-17%	-$51.8K	0.08%	65
2023 Q3	$306K	Hold	12,782	–	–	0.09%	80
2023 Q2	$315K	Sell	12,782 -324	-2%	-$7.92K	0.1%	59
2023 Q1	$321K	Sell	13,106 -1,972	-13%	-$48.9K	0.1%	77
2022 Q4	$357K	Buy	+15,078	New	+$351K	0.13%	51

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Investment Advisors's SCHE Position: Q2 2026 in Review

Milestone Investment Advisors held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 423 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Milestone Investment Advisors first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $357K in Q4 2022. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Milestone Investment Advisors held 423 shares of Schwab Emerging Markets Equity ETF worth $15.3K as of Q2 2026.
Milestone Investment Advisors left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #125 holding.
Milestone Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $357K in Q4 2022.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.