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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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