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

Milestone Investment Advisors’s Portfolio SCHY Stock Details SCHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,333	Closed	-$178K	–	138
2024 Q1	$178K	Hold	7,333	–	–	0.05%	76
2023 Q4	$180K	Hold	7,333	–	–	0.05%	71
2023 Q3	$169K	Sell	7,333 -6,120	-45%	-$146K	0.05%	114
2023 Q2	$322K	Sell	13,453 -10,983	-45%	-$264K	0.1%	58
2023 Q1	$577K	Hold	24,436	–	–	0.18%	49
2022 Q4	$548K	Buy	+24,436	New	+$532K	0.19%	46

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Milestone Investment Advisors's SCHY Position: Q2 2024 in Review

Milestone Investment Advisors sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2024, closing a stake of 7,333 shares — an estimated $178K sold.

Milestone Investment Advisors first reported a position in SCHY in Q4 2022 and held it in 6 quarters. The position peaked at $577K in Q1 2023. 119 funds tracked by Wall St. Rank hold SCHY as of Q2 2024.

Milestone Investment Advisors reported no remaining Schwab International Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Milestone Investment Advisors sold 7,333 Schwab International Dividend Equity ETF shares in Q2 2024, an estimated $178K.
Milestone Investment Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 6 quarters.
Milestone Investment Advisors's Schwab International Dividend Equity ETF position peaked at $577K in Q1 2023.
119 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2024.

Based on Milestone Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.