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Santori & Peters Inc’s Schwab US REIT ETF SCHH Stock Holding History

Santori & Peters Inc’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-284
Closed -$5K – 437
2017
Q4 		$5K Buy
+284
New +$5.9K ﹤0.01% 442

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JP Morgan Chase
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FEG
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Charles Schwab
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

Santori & Peters Inc sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 284 shares — an estimated $5K sold.

Santori & Peters Inc first reported a position in SCHH in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 269 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

  • Santori & Peters Inc reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 284 Schwab US REIT ETF shares in Q1 2018, an estimated $5K.
  • Santori & Peters Inc first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Schwab US REIT ETF position peaked at $5K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

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