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Santori & Peters Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Santori & Peters Inc’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,026
Closed -$237K – 53
2018
Q1 		$237K Sell
9,026
-2,736
-23% -$71.9K 0.22% 45
2017
Q4 		$308K Buy
+11,762
New +$315K 0.28% 38

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MIH
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BWM
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AFS
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CCP
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Wells Fargo
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RRC
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FIM
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Wealth Enhancement Advisory Services
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Santori & Peters Inc's SCHR Position: Q2 2018 in Review

Santori & Peters Inc sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2018, closing a stake of 9,026 shares — an estimated $237K sold.

Santori & Peters Inc first reported a position in SCHR in Q4 2017 and held it in 2 quarters. The position peaked at $308K in Q4 2017. 138 funds tracked by Wall St. Rank hold SCHR as of Q2 2018.

  • Santori & Peters Inc reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 9,026 Schwab Intermediately-Term US Treasury ETF shares in Q2 2018, an estimated $237K.
  • Santori & Peters Inc first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2017 and held it in 2 quarters.
  • Santori & Peters Inc's Schwab Intermediately-Term US Treasury ETF position peaked at $308K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2018.

Based on Santori & Peters Inc's 13F filing for Q2 2018, filed 25 Jul 2018.