First PREMIER Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,500	Closed	-$78K	–	417
2022 Q3	$78K	Hold	3,500	–	–	0.03%	192
2022 Q2	$89K	Buy	+3,500	New	+$91.5K	0.03%	189
2020 Q3	–	Sell	-400	Closed	-$10K	–	336
2020 Q2	$10K	Hold	400	–	–	﹤0.01%	268
2020 Q1	$8K	Buy	+400	New	+$10K	﹤0.01%	267

Other funds holding SCHE

CSIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

First PREMIER Bank sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 3,500 shares — an estimated $78K sold.

First PREMIER Bank first reported a position in SCHE in Q1 2020 and held it in 4 quarters. The position peaked at $89K in Q2 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

First PREMIER Bank reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
First PREMIER Bank sold 3,500 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $78K.
First PREMIER Bank first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 4 quarters.
First PREMIER Bank's Schwab Emerging Markets Equity ETF position peaked at $89K in Q2 2022.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

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