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Signet Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Signet Financial Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,084
Closed -$53K – 1128
2021
Q4 		$53K Buy
+2,084
New +$53.9K 0.01% 464

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Signet Financial Management's SCHA Position: Q1 2022 in Review

Signet Financial Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2022, closing a stake of 2,084 shares — an estimated $53K sold.

Signet Financial Management first reported a position in SCHA in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHA as of Q1 2022.

  • Signet Financial Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 2,084 Schwab U.S Small- Cap ETF shares in Q1 2022, an estimated $53K.
  • Signet Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's Schwab U.S Small- Cap ETF position peaked at $53K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.