First PREMIER Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

First PREMIER Bank’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,404	Closed	-$62K	–	416
2022 Q3	$62K	Sell	4,404 -120	-3%	-$1.87K	0.02%	208
2022 Q2	$67K	Buy	4,524 +168	+4%	+$2.7K	0.02%	210
2022 Q1	$78K	Sell	4,356 -1,062	-20%	-$18.6K	0.02%	194
2021 Q4	$102K	Hold	5,418	–	–	0.03%	189
2021 Q3	$94K	Sell	5,418 -228	-4%	-$4.05K	0.03%	187
2021 Q2	$98K	Buy	+5,646	New	+$95.6K	0.03%	181

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

First PREMIER Bank's SCHB Position: Q4 2022 in Review

First PREMIER Bank sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 4,404 shares — an estimated $62K sold.

First PREMIER Bank first reported a position in SCHB in Q2 2021 and held it in 6 quarters. The position peaked at $102K in Q4 2021. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

First PREMIER Bank reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
First PREMIER Bank sold 4,404 Schwab US Broad Market ETF shares in Q4 2022, an estimated $62K.
First PREMIER Bank first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 6 quarters.
First PREMIER Bank's Schwab US Broad Market ETF position peaked at $102K in Q4 2021.
929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on First PREMIER Bank's 13F filing for Q4 2022, filed 17 Jan 2023.