First PREMIER Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-121,778	Closed	-$3.13M	–	325
2020 Q4	$3.13M	Sell	121,778 -9,132	-7%	-$235K	1.24%	25
2020 Q3	$3.37M	Sell	130,910 -27,280	-17%	-$703K	1.48%	23
2020 Q2	$4.08M	Hold	158,190	–	–	1.97%	13
2020 Q1	$4.09M	Buy	158,190 +68,670	+77%	+$1.75M	2.28%	12
2019 Q4	$2.26M	Buy	+89,520	New	+$2.26M	1.06%	31

Other funds holding SCHO

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

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

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

First PREMIER Bank sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 121,778 shares — an estimated $3.13M sold.

First PREMIER Bank first reported a position in SCHO in Q4 2019 and held it in 5 quarters. The position peaked at $4.09M in Q1 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

First PREMIER Bank reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
First PREMIER Bank sold 121,778 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $3.13M.
First PREMIER Bank first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and held it in 5 quarters.
First PREMIER Bank's Schwab Short-Term US Treasury ETF position peaked at $4.09M in Q1 2020.
485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

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