Premier Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Premier Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-17,310	Closed	-$308K	–	103
2022 Q1	$308K	Hold	17,310	–	–	0.1%	92
2021 Q4	$326K	Hold	17,310	–	–	0.06%	122
2021 Q3	$300K	Hold	17,310	–	–	0.04%	135
2021 Q2	$301K	Hold	17,310	–	–	0.04%	174
2021 Q1	$279K	Hold	17,310	–	–	0.05%	165
2020 Q4	$263K	Hold	17,310	–	–	0.05%	151
2020 Q3	$230K	Hold	17,310	–	–	0.06%	131
2020 Q2	$212K	Buy	+17,310	New	+$200K	0.07%	118
2020 Q1	–	Sell	-17,310	Closed	-$222K	–	137
2019 Q4	$222K	Hold	17,310	–	–	0.07%	113
2019 Q3	$205K	Hold	17,310	–	–	0.05%	114
2019 Q2	$203K	Buy	+17,310	New	+$200K	0.05%	139
2018 Q4	–	Sell	-17,310	Closed	-$203K	–	151
2018 Q3	$203K	Buy	+17,310	New	+$200K	0.05%	112

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Premier Asset Management's SCHB Position: Q2 2022 in Review

Premier Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 17,310 shares — an estimated $308K sold.

Premier Asset Management first reported a position in SCHB in Q3 2018 and held it in 12 quarters. The position peaked at $326K in Q4 2021. 871 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

Premier Asset Management reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
Premier Asset Management sold 17,310 Schwab US Broad Market ETF shares in Q2 2022, an estimated $308K.
Premier Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 12 quarters.
Premier Asset Management's Schwab US Broad Market ETF position peaked at $326K in Q4 2021.
871 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Premier Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.