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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Financial Engines Advisors

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return