Stearns Financial Services Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$77K	Hold	5,718	–	–	0.01%	165
2020 Q2	$71K	Sell	5,718 -39,588	-87%	-$461K	0.01%	153
2020 Q1	$463K	Buy	45,306 +39,588	+692%	+$481K	0.08%	93
2019 Q4	$73K	Hold	5,718	–	–	0.01%	152
2019 Q3	$68K	Sell	5,718 -108	-2%	-$1.27K	0.01%	147
2019 Q2	$68K	Buy	5,826 +108	+2%	+$1.24K	0.01%	143
2019 Q1	$64K	Hold	5,718	–	–	0.01%	145
2018 Q4	$57K	Hold	5,718	–	–	0.01%	143
2018 Q3	$66K	Buy	+5,718	New	+$65K	0.01%	144

Other funds holding SCHX

CSIA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Stearns Financial Services Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2020 at 5,718 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #165.

Stearns Financial Services Group first reported a position in SCHX in Q3 2018 and has held it in 9 quarters since. The position peaked at $463K in Q1 2020. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

Stearns Financial Services Group held 5,718 shares of Schwab US Large- Cap ETF worth $77K as of Q3 2020.
Stearns Financial Services Group left its Schwab US Large- Cap ETF share count unchanged in Q3 2020.
Schwab US Large- Cap ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #165 holding.
Stearns Financial Services Group first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's Schwab US Large- Cap ETF position peaked at $463K in Q1 2020.
734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

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