SFSG
SCHE icon

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

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Creative Planning
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MG
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HC
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HighTower Advisors
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return