Milestone Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$109K | ﹤0.01% | 119 |
|
|
2024
Q3 | $132K | Sell |
4,531
-2,986
| -40% | -$87.1K | 0.04% | 88 |
|
|
2024
Q2 | $200K | Sell |
7,517
-497
| -6% | -$13.2K | 0.05% | 76 |
|
|
2024
Q1 | $202K | Sell |
8,014
-2,613
| -25% | -$66K | 0.05% | 73 |
|
|
2023
Q4 | $263K | Sell |
10,627
-2,155
| -17% | -$53.4K | 0.08% | 65 |
|
|
2023
Q3 | $306K | Hold |
12,782
| – | – | 0.09% | 80 |
|
|
2023
Q2 | $315K | Sell |
12,782
-324
| -2% | -$7.98K | 0.1% | 59 |
|
|
2023
Q1 | $321K | Sell |
13,106
-1,972
| -13% | -$48.4K | 0.1% | 77 |
|
|
2022
Q4 | $357K | Buy |
+15,078
| New | +$357K | 0.13% | 51 |
|