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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

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

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return