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First PREMIER Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First PREMIER Bank’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,616
Closed -$23K – 423
2022
Q2 		$23K Hold
1,616
– – 0.01% 295
2022
Q1 		$30K Hold
1,616
– – 0.01% 265
2021
Q4 		$33K Hold
1,616
– – 0.01% 252
2021
Q3 		$30K Hold
1,616
– – 0.01% 256
2021
Q2 		$29K Hold
1,616
– – 0.01% 263
2021
Q1 		$26K Hold
1,616
– – 0.01% 244
2020
Q4 		$26K Hold
1,616
– – 0.01% 240
2020
Q3 		$23K Buy
+1,616
New +$22.5K 0.01% 239

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

First PREMIER Bank's SCHG Position: Q3 2022 in Review

First PREMIER Bank sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 1,616 shares — an estimated $23K sold.

First PREMIER Bank first reported a position in SCHG in Q3 2020 and held it in 8 quarters. The position peaked at $33K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • First PREMIER Bank reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • First PREMIER Bank sold 1,616 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $23K.
  • First PREMIER Bank first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and held it in 8 quarters.
  • First PREMIER Bank's Schwab US Large-Cap Growth ETF position peaked at $33K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on First PREMIER Bank's 13F filing for Q3 2022, filed 20 Oct 2022.