Milestone Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.49M Sell
157,811
-7,289
-4% -$161K 0.91% 34
2025
Q1
$3.27M Sell
165,100
-10,072
-6% -$199K 0.91% 35
2024
Q4
$3.24M Sell
175,172
-11,092
-6% -$205K 0.88% 34
2024
Q3
$3.83M Sell
186,264
-3,972
-2% -$81.7K 1.07% 28
2024
Q2
$3.65M Sell
190,236
-92
-0% -$1.77K 0.97% 29
2024
Q1
$3.71M Sell
190,328
-5,788
-3% -$113K 1% 25
2023
Q4
$3.62M Sell
196,116
-7,962
-4% -$147K 1.05% 25
2023
Q3
$3.47M Buy
204,078
+3,728
+2% +$63.3K 0.99% 27
2023
Q2
$3.57M Buy
200,350
+1,072
+0.5% +$19.1K 1.11% 24
2023
Q1
$3.47M Buy
199,278
+8,548
+4% +$149K 1.07% 25
2022
Q4
$3.07M Buy
+190,730
New +$3.07M 1.08% 25