Signal Point Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Signal Point Asset Management, LLC

$329 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	N/A	-7,466 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	N/A	1,813 Added 32.07%	7,466 $449,000
Q3 2019 Oct 18, 2019	BUY	N/A	5,653 New	5,653 $320,000

Others Institutions Holding SCHM

# of Institutions

903

Shares Held

96M

Call Options Held

8K

Put Options Held

600

Financial Engines Advisors L.L.C. Santa Clara, CA

21.1M
Shares

$1.62 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

10.1M
Shares

$781 Million
0.92% of portfolio
High Tower Advisors, LLC Chicago, IL

3.69M
Shares

$285 Million
0.49% of portfolio
Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$165 Million
0.47% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2M
Shares

$154 Million
2.99% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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