Signet Investment Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Signet Investment Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12,300	Closed	-$213K	–	90
2021 Q2	$213K	Sell	12,300 -18,642	-60%	-$315K	0.14%	88
2021 Q1	$495K	Buy	+30,942	New	+$485K	0.38%	63

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Signet Investment Advisory Group's SCHX Position: Q3 2021 in Review

Signet Investment Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 12,300 shares — an estimated $213K sold.

Signet Investment Advisory Group first reported a position in SCHX in Q1 2021 and held it in 2 quarters. The position peaked at $495K in Q1 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Signet Investment Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
Signet Investment Advisory Group sold 12,300 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $213K.
Signet Investment Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 2 quarters.
Signet Investment Advisory Group's Schwab US Large- Cap ETF position peaked at $495K in Q1 2021.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Signet Investment Advisory Group's 13F filing for Q3 2021, filed 9 Nov 2021.