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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return