Stearns Financial Services Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2K	Buy	108 +3	+3%	+$56	﹤0.01%	208
2020 Q2	$2K	Hold	105	–	–	﹤0.01%	193
2020 Q1	$2K	Sell	105 -3	-3%	-$55	﹤0.01%	201
2019 Q4	$2K	Buy	108 +3	+3%	+$58	﹤0.01%	184
2019 Q3	$2K	Sell	105 -48	-31%	-$907	﹤0.01%	168
2019 Q2	$3K	Buy	153 +48	+46%	+$898	﹤0.01%	171
2019 Q1	$2K	Hold	105	–	–	﹤0.01%	169
2018 Q4	$2K	Hold	105	–	–	﹤0.01%	169
2018 Q3	$2K	Buy	+105	New	+$2K	﹤0.01%	174

Other funds holding SCHM

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Stearns Financial Services Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q3 2020, buying an estimated $56 and bringing the position to 108 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Stearns Financial Services Group first reported a position in SCHM in Q3 2018 and has held it in 9 quarters since. The position peaked at $3K in Q2 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

Stearns Financial Services Group held 108 shares of Schwab US Mid-Cap ETF worth $2K as of Q3 2020.
Stearns Financial Services Group bought 3 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $56.
Schwab US Mid-Cap ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #208 holding.
Stearns Financial Services Group first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's Schwab US Mid-Cap ETF position peaked at $3K in Q2 2019.
589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

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