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Signet Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Signet Financial Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-246
Closed -$7K – 1134
2021
Q4 		$7K Buy
+246
New +$6.56K ﹤0.01% 1112

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BBA
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LWMT
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RJFSA
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AA
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Signet Financial Management's SCHM Position: Q1 2022 in Review

Signet Financial Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 246 shares — an estimated $7K sold.

Signet Financial Management first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Signet Financial Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 246 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $7K.
  • Signet Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's Schwab US Mid-Cap ETF position peaked at $7K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

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