Stearns Financial Services Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Stearns Financial Services Group’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.19M	Sell	44,406 -27,683	-38%	-$740K	0.19%	51
2020 Q2	$1.75M	Sell	72,089 -24,672	-25%	-$561K	0.28%	34
2020 Q1	$2M	Sell	96,761 -124,405	-56%	-$3.11M	0.36%	31
2019 Q4	$6.05M	Buy	221,166 +2,792	+1%	+$73.6K	1%	16
2019 Q3	$5.49M	Sell	218,374 -2,456	-1%	-$62.5K	0.97%	17
2019 Q2	$5.79M	Sell	220,830 -12,968	-6%	-$336K	1.06%	17
2019 Q1	$6.08M	Buy	233,798 +21,621	+10%	+$548K	1.15%	16
2018 Q4	$4.99M	Buy	212,177 +212,110	+316,582%	+$5.14M	1.02%	20
2018 Q3	$2K	Buy	+67	New	+$1.74K	﹤0.01%	172

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stearns Financial Services Group's SCHE Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 38% in Q3 2020, selling an estimated $740K and leaving 44,406 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #51.

Stearns Financial Services Group first reported a position in SCHE in Q3 2018 and has held it in 9 quarters since. The position peaked at $6.08M in Q1 2019. 584 funds tracked by Wall St. Rank hold SCHE as of Q3 2020.

Stearns Financial Services Group held 44,406 shares of Schwab Emerging Markets Equity ETF worth $1.19M as of Q3 2020.
Stearns Financial Services Group sold 27,683 Schwab Emerging Markets Equity ETF shares in Q3 2020, an estimated $740K.
Schwab Emerging Markets Equity ETF made up 0.19% of Stearns Financial Services Group's portfolio in Q3 2020, its #51 holding.
Stearns Financial Services Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's Schwab Emerging Markets Equity ETF position peaked at $6.08M in Q1 2019.
584 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.