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First PREMIER Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

First PREMIER Bank’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-760
Closed -$21K – 326
2020
Q4 		$21K Hold
760
– – 0.01% 251
2020
Q3 		$21K Buy
+760
New +$21.4K 0.01% 245

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OIA
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AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return

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

First PREMIER Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2021, closing a stake of 760 shares — an estimated $21K sold.

First PREMIER Bank first reported a position in SCHZ in Q3 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 500 funds tracked by Wall St. Rank hold SCHZ as of Q1 2021.

  • First PREMIER Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • First PREMIER Bank sold 760 Schwab US Aggregate Bond ETF shares in Q1 2021, an estimated $21K.
  • First PREMIER Bank first reported a position in Schwab US Aggregate Bond ETF in Q3 2020 and held it in 2 quarters.
  • First PREMIER Bank's Schwab US Aggregate Bond ETF position peaked at $21K in Q4 2020.
  • 500 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2021.

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