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Planning Alternatives Ltd ADV Sells 3,353 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Planning Alternatives Ltd. ADV trimmed its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 169,555 shares of the company’s stock after selling 3,353 shares […]

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Carolina Wealth Advisors LLC Has $4 56 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Carolina Wealth Advisors LLC Has $4 56 Million Stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
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Buck Wealth Strategies LLC Acquires 2,977 Shares of Amgen Inc (NASDAQ:AMGN)

Buck Wealth Strategies LLC Acquires 2,977 Shares of Amgen Inc (NASDAQ:AMGN)
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Farmers & Merchants Investments Inc Acquires 5,910 Shares of Citigroup Inc (NYSE:C)

Farmers & Merchants Investments Inc Acquires 5,910 Shares of Citigroup Inc (NYSE:C)
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Great Point Wealth Advisors LLC Has $380,000 Holdings in The Home Depot, Inc (NYSE:HD)

Great Point Wealth Advisors LLC cut its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 72.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,097 shares of the home improvement retailer’s stock after selling 2,896 shares during the period. Great Point […]

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