Stearns Financial Services Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$22K	Buy	748 +2	+0.3%	+$59	﹤0.01%	190
2020 Q2	$22K	Buy	746 +72	+11%	+$2.11K	﹤0.01%	177
2020 Q1	$20K	Sell	674 -32	-5%	-$904	﹤0.01%	177
2019 Q4	$19K	Buy	706 +80	+13%	+$2.21K	﹤0.01%	169
2019 Q3	$17K	Buy	626 +4	+0.6%	+$111	﹤0.01%	161
2019 Q2	$17K	Buy	622 +38	+7%	+$1.03K	﹤0.01%	157
2019 Q1	$16K	Buy	584 +72	+14%	+$1.91K	﹤0.01%	162
2018 Q4	$14K	Buy	512 +2	+0.4%	+$52	﹤0.01%	162
2018 Q3	$13K	Buy	+510	New	+$13.3K	﹤0.01%	163

Other funds holding SCHR

CSIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Stearns Financial Services Group increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.27% in Q3 2020, buying an estimated $59 and bringing the position to 748 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Stearns Financial Services Group first reported a position in SCHR in Q3 2018 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold SCHR as of Q3 2020.

Stearns Financial Services Group held 748 shares of Schwab Intermediately-Term US Treasury ETF worth $22K as of Q3 2020.
Stearns Financial Services Group bought 2 Schwab Intermediately-Term US Treasury ETF shares in Q3 2020, an estimated $59.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #190 holding.
Stearns Financial Services Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2018 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2020.

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