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Santori & Peters Inc’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Santori & Peters Inc’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-944
Closed -$23K – 440
2017
Q4 		$23K Buy
+944
New +$24.6K 0.02% 177

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

Santori & Peters Inc sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2018, closing a stake of 944 shares — an estimated $23K sold.

Santori & Peters Inc first reported a position in SCHZ in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 315 funds tracked by Wall St. Rank hold SCHZ as of Q1 2018.

  • Santori & Peters Inc reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 944 Schwab US Aggregate Bond ETF shares in Q1 2018, an estimated $23K.
  • Santori & Peters Inc first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Schwab US Aggregate Bond ETF position peaked at $23K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2018.

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