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 $751B AUM 38.74% 1-Year Est. Return

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

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

MFRM

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

AFA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Stearns Financial Services Group reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q3 2020, selling an estimated $1.47K and leaving 386 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Stearns Financial Services Group first reported a position in SCHZ in Q3 2018 and has held it in 9 quarters since. The position peaked at $89K in Q3 2018. 461 funds tracked by Wall St. Rank hold SCHZ as of Q3 2020.

Stearns Financial Services Group held 386 shares of Schwab US Aggregate Bond ETF worth $11K as of Q3 2020.
Stearns Financial Services Group sold 52 Schwab US Aggregate Bond ETF shares in Q3 2020, an estimated $1.47K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #199 holding.
Stearns Financial Services Group first reported a position in Schwab US Aggregate Bond ETF in Q3 2018 and has held it in 9 quarters since.
Stearns Financial Services Group's Schwab US Aggregate Bond ETF position peaked at $89K in Q3 2018.
461 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2020.

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