SPI
SCHM icon

Santori & Peters Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-609
Closed -$10K – 438
2017
Q4 		$10K Buy
+609
New +$10.5K 0.01% 309

Other funds holding SCHM

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Santori & Peters Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2018, closing a stake of 609 shares — an estimated $10K sold.

Santori & Peters Inc first reported a position in SCHM in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 389 funds tracked by Wall St. Rank hold SCHM as of Q1 2018.

  • Santori & Peters Inc reported no remaining Schwab US Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 609 Schwab US Mid-Cap ETF shares in Q1 2018, an estimated $10K.
  • Santori & Peters Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Schwab US Mid-Cap ETF position peaked at $10K in Q4 2017.
  • 389 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2018.

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