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 |
|