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Cooper Haims Advisors LLC Decreases Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Cooper Haims Advisors LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 12.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 25,077 shares of the company’s stock after selling 3,537 shares during the quarter. Schwab U.S. Aggregate Bond […]

Company-profile
Baird-financial-group-inc
Us-bancorp
Charles-schwab
Jpmorgan-chase-co
Partners-inc
Cooper-haims-advisors
Free-report
Haims-advisors
Investment-advisers
Baird-financial-group

iShares Global REIT ETF (NYSEARCA:REET) Shares Acquired by Cooper Haims Advisors LLC

Cooper Haims Advisors LLC boosted its holdings in iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 10.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 419,898 shares of the company’s stock after acquiring an additional 39,148 shares during the […]

Viewpoint-investment-partners-corp
Cooper-haims-advisors
Aptus-capital-advisors
Exchange-commission
Resources-investment-advisors
Raymond-james-financial-services-advisors-inc
Blackrock
Shares-global
Free-report
Haims-advisors
Investment-advisors

Cooper Haims Advisors LLC Purchases 2,745 Shares of JPMorgan Core Plus Bond ETF (BATS:JCPB)

Cooper Haims Advisors LLC raised its position in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 7.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,050 shares of the company’s stock after purchasing an additional 2,745 shares during the quarter. JPMorgan […]

Financial-partners-group-inc
Palo-alto-wealth-advisors
Cooper-haims-advisors
Harbour-investments-inc
Exchange-commission
Stonebridge-capital-advisors
Ameritas-advisory-services
Core-plus-bond
Free-report
Haims-advisors
Advisory-services

Cooper Haims Advisors LLC Purchases 30,939 Shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)

Cooper Haims Advisors LLC increased its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 2.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,081,058 shares of the company’s stock after purchasing an additional 30,939 […]

Exchange-commission
Parkside-financial-bank
Citigroup-inc
Godsey-gibb-inc
Strategic-investment-solutions-inc
Cooper-haims-advisors
Wealth-management
Schwab-emerging-markets-equity
Free-report
Emerging-markets-equity
Haims-advisors

Cooper Haims Advisors LLC Trims Position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Cooper Haims Advisors LLC decreased its holdings in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY – Free Report) by 4.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,711 shares of the company’s stock after selling 124 shares during the […]

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Susquehanna-international-group
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