Signet Financial Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Signet Financial Management, LLC

$765 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$70.66 - $80.89 $5,794 - $6,632	-82 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$76.01 - $83.39 $6,232 - $6,837	82 New	82 $7,000

Others Institutions Holding SCHM

# of Institutions

954

Shares Held

124M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$747 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$207 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$165 Million
5.7% of portfolio
Fragasso Group Inc. Pittsburgh, PA

3.35M
Shares

$96.4 Million
7.4% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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