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Herold Advisors Inc. Increases Stock Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Herold Advisors Inc. grew its holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 698.3% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 38,519 shares of the company’s stock after buying an additional 33,694 shares during the period. Herold Advisors Inc.’s holdings in Schwab […]

Wealth-consultants
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Walkner-condon-financial-advisors
Zullo-investment-group-inc
Charles-schwab
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Herold-advisors
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Investment-group
Condon-financial-advisors
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Yoder Wealth Management Inc. Has $1.17 Million Stake in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)

Yoder Wealth Management Inc. lifted its stake in shares of Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 30.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,667 shares of the company’s stock after purchasing an additional 6,628 shares during the […]

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Global-retirement-partners
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Yoder-wealth-management-inc
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Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL) Shares Bought by Yoder Wealth Management Inc.

Yoder Wealth Management Inc. lifted its stake in shares of Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL – Free Report) by 9.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 49,991 shares of the company’s stock after purchasing an additional 4,187 shares during the period. Fidelity […]

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Raymond-james-associates
Yoder-wealth-management-inc
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Yoder Wealth Management Inc. Sells 7,980 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Yoder Wealth Management Inc. lessened its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 19.2% during the 4th quarter, Holdings Channel reports. The firm owned 33,642 shares of the company’s stock after selling 7,980 shares during the period. Yoder Wealth Management Inc.’s holdings in Schwab U.S. REIT ETF were worth $697,000 at […]

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Valmark Advisers Inc. Increases Stake in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)

Valmark Advisers Inc. lifted its stake in shares of Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 3.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 72,738 shares of the company’s stock after buying an additional 2,511 shares during the quarter. […]

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