First PREMIER Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-600	Closed	-$13K	–	324
2020 Q4	$13K	Hold	600	–	–	0.01%	274
2020 Q3	$11K	Buy	+600	New	+$11K	﹤0.01%	276

Other funds holding SCHD

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

CSIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

APP

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

First PREMIER Bank's SCHD Position: Q1 2021 in Review

First PREMIER Bank sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2021, closing a stake of 600 shares — an estimated $13K sold.

First PREMIER Bank first reported a position in SCHD in Q3 2020 and held it in 2 quarters. The position peaked at $13K in Q4 2020. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

First PREMIER Bank reported no remaining Schwab US Dividend Equity ETF position as of Q1 2021 after selling out during the quarter.
First PREMIER Bank sold 600 Schwab US Dividend Equity ETF shares in Q1 2021, an estimated $13K.
First PREMIER Bank first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and held it in 2 quarters.
First PREMIER Bank's Schwab US Dividend Equity ETF position peaked at $13K in Q4 2020.
853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on First PREMIER Bank's 13F filing for Q1 2021, filed 12 Apr 2021.