Stearns Financial Services Group’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	207
2020 Q2	$2K	Hold	90	–	–	﹤0.01%	192
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	205
2019 Q4	$2K	Sell	90 -180	-67%	-$4.19K	﹤0.01%	183
2019 Q3	$6K	Hold	270	–	–	﹤0.01%	164
2019 Q2	$6K	Buy	270 +180	+200%	+$4.02K	﹤0.01%	166
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	168
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	168
2018 Q3	$2K	Buy	+90	New	+$1.9K	﹤0.01%	173

Other funds holding SCHH

CSIA

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Stearns Financial Services Group held its Schwab US REIT ETF (SCHH) position steady in Q3 2020 at 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Stearns Financial Services Group first reported a position in SCHH in Q3 2018 and has held it in 9 quarters since. The position peaked at $6K in Q3 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Stearns Financial Services Group held 90 shares of Schwab US REIT ETF worth $2K as of Q3 2020.
Stearns Financial Services Group left its Schwab US REIT ETF share count unchanged in Q3 2020.
Schwab US REIT ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #207 holding.
Stearns Financial Services Group first reported a position in Schwab US REIT ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's Schwab US REIT ETF position peaked at $6K in Q3 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

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