Santori & Peters Inc’s Charles Schwab SCHW Stock Holding History

Santori & Peters Inc’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-254	Closed	-$12K	–	439
2017 Q4	$12K	Buy	+254	New	+$11.9K	0.01%	272

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Santori & Peters Inc sold out of Charles Schwab (SCHW) in Q1 2018, closing a stake of 254 shares — an estimated $12K sold.

Santori & Peters Inc first reported a position in SCHW in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 1,035 funds tracked by Wall St. Rank hold SCHW as of Q1 2018.

Santori & Peters Inc reported no remaining Charles Schwab position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 254 Charles Schwab shares in Q1 2018, an estimated $12K.
Santori & Peters Inc first reported a position in Charles Schwab in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Charles Schwab position peaked at $12K in Q4 2017.
1,035 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2018.

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