Roble Belko & Company Inc trimmed its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 275,123 shares of the company’s stock after selling 1,757 shares during the quarter. […]
Cross Staff Investments Inc lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,493 shares of the company’s stock after selling 624 shares during […]
MCF Advisors LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 29.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 11,862 shares of the company’s stock after selling 4,839 shares during the period. MCF Advisors LLC’s holdings in Schwab US Broad Market ETF were worth […]
Institute for Wealth Management LLC. raised its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 5.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 53,443 shares of the exchange traded fund’s stock after acquiring an additional 2,858 shares during the period. Institute for Wealth Management LLC.’s holdings in iShares MSCI […]
Bfsg LLC cut its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,085 shares of the company’s stock after selling 275 shares during the quarter. Bfsg LLC’s holdings in Schwab […]
Financial Perspectives Inc lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,532 shares of the company’s stock after acquiring an additional 812 shares during the quarter. Financial Perspectives Inc’s holdings in Schwab US Dividend Equity ETF […]
MCF Advisors LLC grew its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 23,628 shares of the company’s stock after purchasing an additional 716 shares during the quarter. […]
Prosperity Wealth Management Inc. trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 34.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,378 shares of the company’s stock after selling 732 shares […]
Beam Wealth Advisors Inc. reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,773 shares of the company’s stock after selling 402 shares during the quarter. Vanguard Total Stock […]
Telos Capital Management Inc. grew its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 126,517 shares of the company’s stock after purchasing an additional 1,252 shares during the […]
Alpha Omega Wealth Management LLC lifted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,023 shares of the exchange traded fund’s stock after buying an additional […]
Institute for Wealth Management LLC. decreased its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 2.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 28,719 shares of the company’s stock after selling 640 shares during the period. Institute for Wealth Management LLC.’s holdings in Invesco S&P 500 Quality […]