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Schwab U S Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Lifted by Valmark Advisers Inc

Valmark Advisers Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 20.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 36,399 shares of the company’s stock after acquiring an additional 6,087 shares during the period. Valmark Advisers Inc.’s holdings in Schwab U.S. Aggregate Bond […]

Callan Capital LLC Boosts Stock Position in Costco Wholesale Co (NASDAQ:COST)

Callan Capital LLC lifted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 9.7% in the fourth quarter, HoldingsChannel reports. The firm owned 1,325 shares of the retailer’s stock after purchasing an additional 117 shares during the quarter. Callan Capital LLC’s holdings in Costco Wholesale were worth $875,000 at the end of the […]

ServiceNow, Inc (NYSE:NOW) Shares Purchased by Callan Capital LLC

ServiceNow, Inc (NYSE:NOW) Shares Purchased by Callan Capital LLC
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Raab & Moskowitz Asset Management LLC Sells 136 Shares of Amgen Inc (NASDAQ:AMGN)

Raab & Moskowitz Asset Management LLC reduced its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 15.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 773 shares of the medical research company’s stock after selling 136 shares during the quarter. Raab & Moskowitz Asset Management LLC’s holdings in Amgen were worth $223,000 […]

Callan Capital LLC Sells 5,123 Shares of Vanguard Utilities ETF (NYSEARCA:VPU)

Callan Capital LLC lessened its holdings in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 33.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,339 shares of the company’s stock after selling 5,123 shares during the period. Callan Capital LLC’s […]

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