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

Milestone Investment Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.28M Buy
262,788
+6,677
+3% +$180K 1.57% 22
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

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Milestone Investment Advisors increased its Schwab International Equity ETF (SCHF) stake by 2.6% in Q2 2026, buying an estimated $180K and bringing the position to 262,788 shares worth $7.28M. The position accounts for 1.57% of the portfolio, ranked #22.

Milestone Investment Advisors first reported a position in SCHF in Q4 2022 and has held it in 15 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Milestone Investment Advisors held 262,788 shares of Schwab International Equity ETF worth $7.28M as of Q2 2026.
  • Milestone Investment Advisors bought 6,677 Schwab International Equity ETF shares in Q2 2026, an estimated $180K.
  • Schwab International Equity ETF made up 1.57% of Milestone Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Milestone Investment Advisors first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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