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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.34M	Buy	256,111 +18,948	+8%	+$482K	1.53%	21
2025 Q4	$5.7M	Buy	237,163 +7,042	+3%	+$167K	1.38%	25
2025 Q3	$5.36M	Buy	230,121 +72,310	+46%	+$1.63M	1.33%	25
2025 Q2	$3.49M	Sell	157,811 -7,289	-4%	-$152K	0.91%	34
2025 Q1	$3.27M	Sell	165,100 -10,072	-6%	-$198K	0.91%	35
2024 Q4	$3.24M	Sell	175,172 -11,092	-6%	-$217K	0.88%	34
2024 Q3	$3.83M	Sell	186,264 -3,972	-2%	-$78.5K	1.07%	28
2024 Q2	$3.65M	Sell	190,236 -92	-0%	-$1.78K	0.97%	29
2024 Q1	$3.71M	Sell	190,328 -5,788	-3%	-$108K	1%	25
2023 Q4	$3.62M	Sell	196,116 -7,962	-4%	-$138K	1.05%	25
2023 Q3	$3.47M	Buy	204,078 +3,728	+2%	+$65.9K	0.99%	27
2023 Q2	$3.57M	Buy	200,350 +1,072	+0.5%	+$19K	1.11%	24
2023 Q1	$3.47M	Buy	199,278 +8,548	+4%	+$146K	1.07%	25
2022 Q4	$3.07M	Buy	+190,730	New	+$2.98M	1.08%	25