Stearns Financial Services Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$11K	Sell	386 -52	-12%	-$1.47K	﹤0.01%	199
2020 Q2	$12K	Buy	438 +2	+0.5%	+$56	﹤0.01%	184
2020 Q1	$12K	Sell	436 -140	-24%	-$3.78K	﹤0.01%	187
2019 Q4	$15K	Sell	576 -1,094	-66%	-$29.3K	﹤0.01%	171
2019 Q3	$45K	Buy	1,670 +156	+10%	+$4.17K	0.01%	151
2019 Q2	$40K	Buy	1,514 +856	+130%	+$22.3K	0.01%	147
2019 Q1	$17K	Buy	658 +282	+75%	+$7.2K	﹤0.01%	161
2018 Q4	$10K	Sell	376 -3,150	-89%	-$78.7K	﹤0.01%	166
2018 Q3	$89K	Buy	+3,526	New	+$89.1K	0.02%	139

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Financial Engines Advisors

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return