Montag A & Associates Inc. lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 102.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,924 shares of the company’s stock after purchasing an additional 974 shares during the […]
Appleton Group LLC purchased a new position in Pfizer Inc. (NYSE:PFE – Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 6,653 shares of the biopharmaceutical company’s stock, valued at approximately $341,000. Pfizer makes up 0.5% of Appleton Group LLC’s portfolio, making the […]
Appleton Group LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 213,713 shares of the company’s stock, valued at approximately $16,144,000. Schwab US Dividend Equity […]
Appleton Group LLC lessened its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 6.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,925 shares of the pharmacy operator’s stock after selling 186 shares during the period. Appleton Group LLC’s […]