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Santori & Peters Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-1,036
Closed -$17K – 436
2017
Q4 		$17K Buy
+1,036
New +$17.7K 0.02% 216

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Santori & Peters Inc's SCHA Position: Q1 2018 in Review

Santori & Peters Inc sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2018, closing a stake of 1,036 shares — an estimated $17K sold.

Santori & Peters Inc first reported a position in SCHA in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 442 funds tracked by Wall St. Rank hold SCHA as of Q1 2018.

  • Santori & Peters Inc reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 1,036 Schwab U.S Small- Cap ETF shares in Q1 2018, an estimated $17K.
  • Santori & Peters Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Schwab U.S Small- Cap ETF position peaked at $17K in Q4 2017.
  • 442 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.